People

Charlie Warren

Chief Operating Officer (COO)

Chris Ball

Chief Executive Officer (CEO)

Ciara McMullan

Paraplanner

George Stainton

Senior Wealth Manager

Jonah Sukkar

Financial Adviser

Joseph Kerwin

Senior Financial Adviser

Kareem Rathore

Partner

Paul Tate

Global Director of Compliance

Rico Cachucho

Financial Adviser

Thomas Goldie

Senior Wealth Manager