Team

DIRECTOR

James is responsible for running the company, overseeing day-to-day operations and new business.

HEAD OF INVESTMENTS & FINANCIAL PLANNING

Dominic is a Chartered Financial Planner and advises clients on their investments and wider finances.

DIRECTOR

Keith founded the company in 1973 and has been at the centre of all activity over five decades.

HEAD OF INVESTMENT RESEARCH

Peter is responsible for investment research, covering all asset classes, and helps construct client portfolios.

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.

HEAD OF ADMINISTRATION

Ruth coordinates all aspects of our client administration, from reports and statements to opening new client accounts and investment dealing.

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.

ANALYST

Joe is responsible for the analysis of our clients’ investments and their broader finances. Joe coordinates our quarterly investment committee.

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.

ADMINISTRATOR

Sarah works on our administration team and handles client trades, quarterly statements and ensures we maintain accurate financial records.