Team
With well over 150 years of combined financial services experience, our close-knit team work closely together across all client accounts.
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James Montgomery
DIRECTOR
James is responsible for running the company, overseeing day-to-day operations and new business.
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Dominic Beddis
HEAD OF INVESTMENTS & FINANCIAL PLANNING
Dominic is a Chartered Financial Planner and advises clients on their investments and wider finances.
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Keith Montgomery
DIRECTOR
Keith founded the company in 1973 and has been at the centre of all activity over five decades.
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Peter Geikie-Cobb
HEAD OF INVESTMENT RESEARCH
Peter is responsible for investment research, covering all asset classes, and helps construct client portfolios.
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Rita Williams
HEAD OF ACCOUNTS
Rita is responsible for the company’s accounts, daily bookkeeping, pensions and PAYE as well as working closely with our external auditors.
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Ruth Ross
HEAD OF ADMINISTRATION
Ruth coordinates all aspects of our client administration, from reports and statements to opening new client accounts and investment dealing.
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David Papworth
NON-EXECUTIVE DIRECTOR
David is a solicitor with 20 years of financial services experience in corporate finance. David sits on our investment committee and is a proactive and forward-thinking member of our senior management team.
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Joe Ross
ANALYST
Joe is responsible for the analysis of our clients’ investments and their broader finances. Joe coordinates our quarterly investment committee.
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Jen Witchell
ADMINISTRATOR
Jen is part of our administration team, responsible for placing investment trades, preparing client investment reports and liaising closely with platforms on behalf of clients.
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Sarah Boardman
ADMINISTRATOR
Sarah works on our administration team and handles client trades, quarterly statements and ensures we maintain accurate financial records.