Lee Bailey
Financial Planning Director
Dame Kate Barker
Independent Consultant
John Bawden
Associate Director
Emma Bennie
Head of Discretionary
Joshua Biele
Investment Analyst
Andrew Birt
Investment Director
Quentin De Bottini
Investment Analyst
Daniel Burrows
Chartered Financial Planner
Nicola Chart
Associate Director
Joyce Chaytor
HR & Recruitment Manager
Joe Checkley
Chartered Financial Planner
Olly Cheng
Associate Director, TEP
Matt Chick
Associate Director
Chris Coomber
Associate Director
Premal Dattani
Chartered Financial Planner
Amanda Davidson
Non Executive Director
Jonathan Davis
Independent Investment Consultant
Yemisi Duroshola
Chartered Financial Planner
Nick Field
Associate Director
Max Folland
Associate Director
David Morcher, FCA FRM
Investment Analyst
Georgina Fry
Chartered Financial Planner
Tim Fuller
Associate Director
Arthur Gant
Chartered Financial Planner
Caolan Gardner
Associate Director
Tom Gerrard
Associate Director
Rosie Gibbs
Chartered Financial Planner
Tania Gingell
Associate Director
Rick Greiller
Chartered Financial Planner
Steve Groves
Member of the Board and Investment Committee
Lee Harman
Chartered Financial Planner
Chris Harris
Associate Director
John Hill
Head of Proposition & Technical Research
Gary Horn
Chartered Financial Planner
Minal Jivraj
Investment Analyst
Eleanor Joseland
Trainee Investment Analyst
Charlotte Kennedy
Chartered Financial Planner
Chris Kennedy
Associate Director - Head of Advisory
Rachel Kerr
Head of Change
Faye Llewellyn
HR Director
Patrick Martin
Marketing Communications Manager
Simon Maydon
Associate Director
Joshua McCarthy
Portfolio Manager
Jonathan Millar
Director - Head of Front Office
Chris Noble
Client Relationship Director
Daniel O’Sullivan
Senior Portfolio Manager
Tony Overy
Chief Executive Officer
James Payne
Chartered Financial Planner
Kirsten Pettigrew
Chartered Financial Planner
Bogdan Pop
Investment Analyst
Joe Ridgley
Chartered Financial Planner
Gregory Roles
Assistant Investment Analyst
Duncan Ross
Chief Operating Officer
Nick Rosser
Head of Information Technology
Mark Rushton
Chair of the Investment Committee
Charlie Sage
Associate Director
Chris Sanderson
Chartered Financial Planner
Anna Sharp
Chartered Financial Planner
Mandy Sohal
Executive Assistant to Chief Executive Officer
Dan Stark
Associate Director
Jack Straw
Independent Consultant
Jessica Templeton-King
Assistant Portfolio Manager
Duncan Veitch
Chartered Financial Planner
Tom Walklate
Chartered Financial Planner
Ben Williams
Head of Fund Research
Ed Wood
Chartered Financial Planner
Matt Wood
Chartered Financial Planner
