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Meet the team
Our philosophy is simple - hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.
About us
Careers
Petronella West
Chief Executive Officer
Board of Directors
Nick Rolf
Director of Private Clients
Board of Directors
Peter Lowman
Chief Investment Officer, Global Market Strategist
Board of Directors
Jeremy Sharman
Chairman
Board of Directors
Lisa Ryall
Associate Director of Operations & Company Secretary
Senior Management
Andy West
Consultant Chief Operating Officer
Senior Management
David Abbott
Head of Compliance
Senior Management
James West
Finance Consultant
Senior Management
Melissa Thorogood
Wealth Manager
Wealth Management
Richard Watson
Wealth Manager
Wealth Management
Jack Ingamells
Wealth Manager
Wealth Management
Dan Sharman
Associate Wealth Manager
Wealth Management
Simran Pittie
Associate Wealth Manager
Wealth Management
Nick Harrington
Investment Analyst
Investments
Holly West
Investment Analyst
Investments
Sophie Ajudua
Investment Team Administrator
Investments
Sophie Chadwick
Client Services Manager
Client Services
Rhianne Whight
Senior Client Services Administrator
Client Services
Josh Ryall
Client Services Administrator
Client Services
Charlton Reid
Client Services Administrator
Client Services
Chloé Manville
Executive Assistant to the CEO
Wealth Management
Elliot Finch
Head of Technology
Technology
Faye Brindley
Marketing Manager
Marketing
Charlotte Thomas
Operations and Technology Manager
Technology
Doug Warwick
Chartered Tax Adviser
Business Partner
Josh Ord-Hume
Copywriter
Marketing
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