People

Aaron Stevenson

Wealth Planner

Aarti Sagar

Wealth Planner

Alan Turner

Global Director of Marketing

Antony Marziban

Wealth Planner

Avi Shah

Wealth Planner

Bhavin Vaja

Wealth Planner

Charles Whitebread

Wealth Planner

Charlie Warren

Chief Operating Officer (COO)

Chris Ball

Chief Executive Officer (CEO)

Christine Albaniel

Head of Administration

Daniel Abbott

Wealth Planner

Dean Elliott

Wealth Planner

Declan Trainor

Wealth Planner

Derik Antony

Wealth Planner

Dewi Evans

Wealth Planner

Francesco Morabito

Wealth Planner

George Stainton

Senior Wealth Planner

Islam Elseedawy

Wealth Planner

Jack Povah

Estate Planning Adviser

Jacob Hall

Global Director of Advisory

James Stanton

Property Director

James Trewren

Wealth Planner

Jesper Sommer

Wealth Planner

Jessica Rooney

Wealth Planner

Jonathan Brookes

Partner

Jonathon Bithell

Wealth Planner

Jonathon Jay

Managing Director (UK)

Jordan Maxwell

Wealth Planner

Kane Tucker

Business Development Manager

Kareem Rathore

Partner

Lewis Paterson

Senior Wealth Planner

Lloyd Simpson

Partner

Luke Bennett

Wealth Planner

Mansel Oliver

Chief Technology Officer (CTO)

Mark Routen

Head of Tax

Martin Orme

Business Development Manager

Matt Dean

Partner

Matthew Tailford

Commercial Director

Michaela Van De Peer

Wealth Planner

Michael Yuille

Wealth Planner

Moheen Ahmed

Partner

Nabeel Ashraf

Partner

Oliver Gorman

Revenue Director

Oscar Bugeja

Wealth Planner

Paul Molloy

Wealth Planner

Paul Tate

Global Director of Compliance

Purnima Anand

Wealth Planner

Ravi Gill

Wealth Planner

Rico Cachucho

Wealth Planner

Rikesh Chauhan

Financial Adviser

Robert Bronsdon

Wealth Planner

Robert Moore

Wealth Planner

Ross Buchanan

Wealth Planner

Ryan Cook

Financial Adviser

Sameer Baree

Wealth Planner

Sebastian Peterson

Head of Operations

Stuart McDonald

UK Regional Director

Thomas Goldie

Senior Wealth Planner

Wadea Alabdi

Wealth Planner

Zaheer Hussain

Wealth Planner

Zavio D’Ercole

Wealth Planner