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MEET THE TEAM

It's a people thing. Always has been.

The culture we’ve created is another thing that makes us different. 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.

OPERATIONS

Stephen Jones

Chief Executive

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Kirstine Archer

Head of Finance

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Sarah Layzell

Head of People

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Carolyn Talkes-Nicholls

Compliance Manager

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Emily Baker-Gaunt

Marketing Manager

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Jenna Michou

Operations Assistant

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RELATIONSHIP MANAGERS

Jonathan Elsigood

Relationship Partner

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David Holmes

Relationship Director

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Peter Brewill

Relationship Director

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Ben Waite

Relationship Partner

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Ewan Rosie

Relationship Manager

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Tony Ross

Relationship Manager

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Marie Smith

Relationship Manager

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FINANCIAL PLANNERS

Rachel Kitching

Financial Planner Manager

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Phil Michou

Financial Planner

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Abi Thomas

Financial Planner

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Freddie Winter

Financial Planner

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Ian Townshend

Financial Planner

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PARAPLANNERS

Chetan Ravalia

Paraplanner Manager

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Sonal Amlani

Paraplanner

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Codie Smith

Paraplanner

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Lara Marrs

Paraplanner

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Jacqui Beesley

Paraplanner

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TAX

Charndeep Bains

Tax Adviser

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Jack Carter

Tax Associate

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CLIENT SERVICES

Tracey Corbett

Client Services Manager

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Victoria Waddell

Client Support Associate

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Tom Blanchard

Client Support Associate

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Rebecca Batterham

Client Support Associate

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Caroline Eessalu

Associate

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Edward Lewis-Smith

Associate

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Jenny Hall

Adviser Support Assistant

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Stefano Piazzese

Adviser Support Assistant

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PORTFOLIO TEAM

Marc Patterson

Portfolio Team Manager

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Mark Binney

Portfolio Analyst

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