UNIQUE. IN ANY NUMBER OF WAYS

Here are some headline numbers to give you a better feel for what we’re all about. Scroll down to understand how we’re part of a bigger business and how this can benefit you...  

THE TEAM

IT’S A PEOPLE THING. ALWAYS HAS BEEN

The culture we’ve created is something special. We’ve built a vibrant working environment. Our team are all trusted to make decisions, manage their own time and work flexibly. We’re all engaged in our work and what we can achieve for our clients.

Leadership

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STEPHEN JONES

Chief Executive Officer

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EWAN ROSIE

Chief Client Officer

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SALLY SPENCER

Chief Operating Officer

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KEITH HARE

Board Adviser

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MICHAEL SMITH

Head of M&A and Proposition

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RELATIONSHIP MANAGERS

JONATHAN ELSIGOOD

Relationship Partner

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BEN WAITE

Relationship Partner

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DAVID HOLMES

Relationship Partner

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PETER BREWILL

Relationship Director

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NICK CROWE

Relationship Director

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Nick Crowe

SIMON WILLIAMS

Relationship Director

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NICK TAYLOR

Relationship Director

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MARIE SMITH

Relationship Associate Partner

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JAMES GREENLY

Relationship Director

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CHETAN RAVALIA

Relationship Manager

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DARCY NEEDHAM-JONES

Relationship Manager

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ED LEWIS-SMITH

Relationship Manager

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CODIE SMITH

Relationship Manager

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BRENDAN SCALLY

Relationship Manager

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GEORGIA GRITTON

Relationship Manager

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Georgia Gritton

TOM BLANCHARD

Relationship Manager

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PAUL ALLEN

Relationship Director

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IAN O’CONNOR

Relationship Director

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PETER WICKS

Relationship Manager

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TOM BOYNTON

Relationship Manager

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Tom Boynton

PARAPLANNERS

ZARA JONES

Head of Paraplanning

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PUNITA BHAKTA

Paraplanner

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Punita Bhakta

JAKE DUNN

Paraplanner

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Jake Dunn

ANGUS TRIMBLE

Paraplanner

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DANI NICHOLLS

Senior Paraplanner

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DANIEL PERKIN

Paraplanner

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Daniel Perkin

ETHAN MEHMET

Paraplanner

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SONAL DHILLON

Senior Paraplanner

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SHAUN HICKMAN

Paraplanner

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CAROLINE EESSALU

Paraplanner

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LARA MARRS

Senior Paraplanner

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VICTORIA WADDELL

Senior Paraplanner

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RACHEL BROMHEAD

Paraplanner

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ALEX NEEDHAM-HOOKS

Paraplanner

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KATIE HAZELWOOD

Paraplanner

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CLIENT SERVICES

KATIE CROWSON

Head of Client Services

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REBECCA BATTERHAM

Senior Client Services Associate

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SAM CLARKE

Senior Client Services Associate

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EMILY COLES

Client Services Associate

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ANA ANGELOV

Client Services Associate

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AMY GUY

Client Services Associate

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Amy Guy Wealth Picture

YASMIN MESE

Client Services Associate

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Yasmin Mese

NATALIE PALMER

Client Services Associate

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KIAN JARRAM

Client Services Assistant

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Kian Jarram

KATIE NUNN

Client Services Associate

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BEN MORRIS

Client Services Associate

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Ben Morris Image

ELLA RICE

Client Services Assistant

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Ella Rice

FATIMA SACRANIE

Client Services Associate

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FINAN ARCHBOLD

Client Services Assistant

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KANDI MOODY

Client Services Assistant

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CLAIRE EVANS

Client Relationship Manager

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Claire Evans

MARK BINNEY

Senior Client Services Associate

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CLAIRE GODFREY

Client Relationship Manager

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Claire Godfrey

Operations

ANDREW SHEENA

Business Development Director

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SUE ROYLE

Client Experience Manager

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Sue Royle

JENNA DIXON

Business Manager

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STU HILL

Head of Origination

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TRACEY CORBETT

Technology & Process Manager

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MARC PATTERSON-MIK

Head of Platform Operations

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ABI THOMAS

Compliance & Technical Manager

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JEN STEVENSON

Operations Assistant

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OUR AWARDS

TAKE A PEEK INSIDE OUR TROPHY CABINET

We achieve great things for our clients and that’s what matters to us most. And over the past few years, we’ve been very proud to win several major industry awards.

But, winning isn’t all about the trophy.

It gives our team confidence and reassures our clients they made a great decision to work with us. And it also helps us measure our success against our vision to be the best.

B Corp UK Certified

International Adviser - Excellence in Marketing 2020

International Adviser - Best Adviser Firm 2020

Professional Adviser - Best Financial Advisers to Work For 2019

Professional Paraplanner Awards - Paraplanning Team of the Year 2018

Professional Adviser - Best Financial Advisers to Work For 2018

Professional Paraplanner Awards - Paraplanning Team of the Year 2017

Professional Adviser - Best Financial Advisers to Work For 2017

New Model - Adviser of the Year 2017 (Midlands Region)

New Model - Adviser of the Year 2016

IFP - Accredited Firms Award Winner 2015 - Recognising Excellence

IFP - Building Excellence Award 2012

OUR ACCREDITATIONS

In addition to our cabinet full of trophies, we are also delighted to have received a number of other accreditations. These recognise how we look after our clients and our people.

JOIN US

YOU’LL FIT RIGHT IN

Seeing clients achieve the lifestyle they want is what makes us tick. To make this happen, we need to hire and develop the best talent in the industry… this is where you come in!

We’re growing fast and are ALWAYS on the lookout for exceptional talent and people brimming with potential to join us. Whether you’re looking to start your career in financial services as part of our Client Services Teams, an experienced Paraplanner who wants to get stuck into the detail or a people focused professional who wants to manage and build client relationships – we’re happy to hear from you.

At the moment, we have live opportunities for a Financial Planning Administrator and a Senior Financial Planning Administrator in London. We also have opportunities for a Paraplanner in London and Tunbridge Wells.

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