Our team
Financial Planning Team
Ben Howland 
Managing Director
Jack Astell 
Director of Financial Planning
Jenny Grimstone 
Director of Private Clients
Bridie Li 
Paraplanner
Oliver Charlwood 
Trainee Paraplanner
Tom Donegan 
Paraplanner
Charles Sizer 
Head of Administration
Jamie Riley 
Financial Planning Administrator
Investment Management Team
Edward Tudor 
Investment Director
Timothy Norris 
Director, Head of Investment Management
Rhys Cunningham 
Investment Management Associate
Operations Team
Helen Annetts 
Director of Operations and People
Fabi Lafratta 
Head of Marketing
Non-Executive Team
Paul Hoban 
Non-Executive Director
Get in touch
Contact us for a conversation with one of our experts to see if we could be the right fit for you.
0203 326 2955