Meet the team

Client Billing Manager
Financial Planning Certificate (FPC)

Business Support Assistant

Assistant Investment Analyst
BSc (Hons), MSc, IMC

Client Manager
Chartered MCSI, ASIP

Investment Manager
Chartered FCSI, Chartered Wealth Manager

Graphic Design Specialist
BA (Hons)

Portfolio Implementation Manager
BSc (Hons), IMC, ACSI

Partner, Investment Management
BSc (Hons), IMC, Chartered MCSI, CFA

Investment Analyst
MA (Hons), MBA, Chartered MCSI

Management Accountant
MAAT – Association of Accounting Technician

Manager, Client Management

Assistant Sustainability Analyst
BSc (Hons)