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.

RELATIONSHIP MANAGERS

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JONATHAN ELSIGOOD

Relationship Partner

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EWAN ROSIE

Chief Operating Officer

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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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SIMON WILLIAMS

Relationship Director

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MARIE SMITH

Relationship Manager

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KAREN RITCHIE

Relationship Manager

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TONY ROSS

Relationship Manager

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THE BOARD

STEPHEN JONES

CEO

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JONATHAN ELSIGOOD

Relationship Partner

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EWAN ROSIE

Chief Operating Officer

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BRETT DAVIDSON

Non-Executive

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EXECUTIVE TEAM

STEPHEN JONES

CEO

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EWAN ROSIE

Chief Operating Officer

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JENNA DIXON

Business Manager

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CAROLYN TALKES-NICHOLLS

Compliance Manager

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TONY ROSS

Relationship Manager

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TRACEY CORBETT

Client Delivery Manager

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EMILY BAKER-GAUNT

Marketing Manager

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PARAPLANNERS

JACQUI BEESLEY

Paraplanning Manager

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CHETAN RAVALIA

Senior Paraplanner

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ABI THOMAS

Senior Paraplanner

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CHAN KOONER

Senior Paraplanner

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SONAL AMLANI

Senior Paraplanner

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CODIE SMITH

Paraplanner

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LARA MARRS

Paraplanner

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TOM BLANCHARD

Paraplanner

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VICTORIA WADDELL

Paraplanner

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CLIENT SERVICES

KATIE CROWSON

Client Services Manager

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STEFANO PIAZZESE

Client Services Associate

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CAROLINE EESSALU

Client Services Associate

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REBECCA BATTERHAM

Client Services Associate

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ED LEWIS-SMITH

Client Services Associate

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TOM BOYNTON

Client Services Associate

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TAX

SARAH AXE

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PORTFOLIO TEAM

MARK BINNEY

Senior Portfolio Analyst

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MARC PATTERSON-MIK

Portfolio Team Manager

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Business Support

JEN HALL

Business Support

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BUSINESS DEVELOPMENT

IAN TOWNSHEND

Business Development Manager

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EMILY BAKER-GAUNT

Marketing Manager

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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.

IFP - Building Excellence Award 2012

IFP - Accredited Firms Award Winner 2015 - Recognising Excellence

New Model - Adviser of the Year 2016

Professional Adviser - Best Financial Advisers to Work For 2019

Professional Paraplanner Awards - Paraplanning Team of the Year 2018

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.

We’re growing fast and always on the lookout for the right people. Whether you’re a Paraplanner who loves interacting with clients and getting stuck in to the detail, or someone who wants to manage and build client relationships – we’d be happy to hear from you.

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