Chris Ball
Chief Executive Officer (CEO)
Charlie Warren
Chief Operating Officer (COO)
Jacob Hall
Global Director of Advisory
Jonathon Jay
Managing Director (UK)
Alan Turner
Global Director of Marketing
Christine Albaniel
Head of Administration
Mansel Oliver
Chief Technology Officer (CTO)
Matthew Tailford
Commercial Director
Oliver Gorman
Revenue Director
Paul Tate
Global Director of Compliance
Stuart McDonald
UK Regional Director
Teresa Dunning
Financial Planning Director
Jonathan Brookes
Partner
Kareem Rathore
Partner
Lloyd Simpson
Partner
Matt Dean
Partner
Moheen Ahmed
Partner
Nabeel Ashraf
Partner
David Moss
Senior Wealth Planner
George Stainton
Senior Wealth Planner
Joseph Kerwin
Senior Wealth Planner
Lewis Paterson
Senior Wealth Planner
Michaela Van De Peer
Senior Wealth Planner
Rico Cachucho
Senior Wealth Planner
Thomas Goldie
Senior Wealth Planner
Aaron Stevenson
Wealth Planner
Aarti Sagar
Wealth Planner
Antony Marziban
Wealth Planner
Avi Shah
Wealth Planner
Bhavin Vaja
Wealth Planner
Charles Whitebread
Wealth Planner
Daniel Abbott
Wealth Planner
Dean Elliott
Wealth Planner
Declan Trainor
Wealth Planner
Derik Antony
Wealth Planner
Dewi Evans
Wealth Planner
Francesco Morabito
Wealth Planner
Islam Elseedawy
Wealth Planner
James Trewren
Wealth Planner
Jesper Sommer
Wealth Planner
Jessica Rooney
Wealth Planner
Jonah Sukkar
Wealth Planner
Jonathon Bithell
Wealth Planner
Jordan Maxwell
Wealth Planner
Luke Bennett
Wealth Planner
Michael Lennon
Wealth Planner
Michael Yuille
Wealth Planner
Oscar Bugeja
Wealth Planner
Paul Molloy
Wealth Planner
Purnima Anand
Wealth Planner
Ravi Gill
Wealth Planner
Rikesh Chauhan
Wealth Planner
Robert Bronsdon
Wealth Planner
Robert Moore
Wealth Planner
Ross Buchanan
Wealth Planner
Sameer Baree
Wealth Planner
Wadea Alabdi
Wealth Planner
Zaheer Hussain
Wealth Planner
Zavio D’Ercole
Wealth Planner
Jack Povah
Estate Planning Adviser
Ryan Cook
Financial Adviser
Kane Tucker
Business Development Manager
Martin Orme
Business Development Manager
Ciara McMullan
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