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Financial advice
How financial advice works
Retirement
Building wealth
Busy entrepreneurs
Passing down wealth
Tough challenges
Young professionals
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our app
Client testimonials
Investing
Investment services
Performance and returns
|
our app
About
About us
Meet the team
News and insights
Brochures
Help centre
Careers
Pricing
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
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
→
Chief Operating Officer
Board of Directors
Elliot Finch
→
Chief Technology Officer
Technology
Faye Brindley
→
Head of Growth
Marketing
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
Simran Pittie
→
Wealth Manager
Wealth Management
Nick Harrington
→
Investment Analyst
Investments
Holly West
→
Investment Analyst
Investments
Sophie Ajudua
→
Investment Team Administrator
Investments
Sophie Crick
→
Client Services Manager
Client Services
Rhianne Whight
→
Senior Client Services Executive
Client Services
Josh Ryall
→
Client Services Executive
Client Services
Holly Hampsheir
→
Client Services Executive
Client Services
Natasha Patel
→
Client Services Executive
Client Services
Chloé Manville
→
Executive Assistant to the CEO
Wealth Management
Charlotte Thomas
→
Operations and Technology Manager
Technology
Doug Warwick
→
Chartered Tax Adviser
Business Partner