The Leadership Team

We are an owner managed business.  Our four Directors take responsibility for the strategic and day to day management of the business. Click here to view their profiles.

Consultants

We employ 21 well qualified Consultants with a wealth of experience sharing responsibility for advice to our clients.  Click here to view their profiles.

Technical Support Team

Our Consultants are supported by a dedicated team of Technical Researchers with access to investment and pension companies and market leading technology and research systems. This ensures our advice is thoroughly researched and appropriate for each client at the point it is given.

Risk and Compliance

Adherence to the Financial Conduct Authority rules and principles is at the core of our business and we employ a team of compliance professionals to ensure our clients’ interests are served best at all times.

Business Processing Team

In support of our Consultants and our clients, our support team is responsible for handling all day to day queries with a hands on approach.

Our Investment Committee

Our Investment Committee meets quarterly to review the performance and value of the portfolios we recommend, and to make changes and recommendations as markets and portfolios dictate.

Our Business Partners

We work with other businesses providing specialist support to our firm in the fields of tax, legal, risk assessment, compliance, investment management and research.