Our team

Financial Planning Team

Ben Howland

Ben Howland Read Ben Howland's bio

Managing Director

Jack Astell

Jack Astell Read Jack Astell's bio

Director of Financial Planning

Jenny Grimstone

Jenny Grimstone Read Jenny Grimstone's bio

Director of Private Clients 

Bridie Li

Bridie Li Read Bridie Li's bio

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Oliver Charlwood

Oliver Charlwood Read Oliver Charlwood's bio

Trainee Paraplanner

Tom Donegan

Tom Donegan Read Tom Donegan's bio

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Charles Sizer

Charles Sizer Read Charles Sizer's bio

Head of Administration

Jamie Riley

Jamie Riley Read Jamie Riley's bio

Financial Planning Administrator

Investment Management Team

Edward Tudor

Edward Tudor Read Edward Tudor's bio

Investment Director

Timothy Norris

Timothy Norris Read Timothy Norris's bio

Director, Head of Investment Management

Rhys Cunningham

Rhys Cunningham Read Rhys Cunningham's bio

Investment Management Associate

Operations Team

Helen Annetts

Helen Annetts Read Helen Annetts's bio

Director of Operations and People

Fabi Lafratta

Fabi Lafratta Read Fabi Lafratta's bio

Head of Marketing

Non-Executive Team

Paul Hoban

Paul Hoban Read Paul Hoban's bio

Non-Executive Director

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