Avi Shah
Financial Adviser
Charlie Warren
Chief Operating Officer (COO)
Chris Ball
Chief Executive Officer (CEO)
Christine Albaniel
Head of Administration
Daniel Abbott
Financial Adviser & Chartered Accountant
Declan Trainor
Financial Adviser
George Stainton
Senior Wealth Planner
Jack Povah
Financial Adviser
Jesper Sommer
Financial Adviser
Jessica Rooney
Financial Adviser
Jonathan Brookes
Partner
Jonathon Bithell
Consultant
Jonathon Jay
Managing Director (UK)
Jordan Maxwell
Financial Adviser
Kane Tucker
Business Development Manager
Kareem Rathore
Partner
Lewis Paterson
Financial Adviser
Luke Bennett
Financial Adviser
Mansel Oliver
Chief Technology Officer (CTO)
Martin Orme
Business Development Manager
Matt Dean
Managing Partner
Michael Yuille
Financial Adviser
Moheen Ahmed
Partner
Nabeel Ashraf
Partner
Oscar Bugeja
Financial Adviser
Paul Tate
Global Director of Compliance
Rikesh Chauhan
Financial Adviser
Sameer Baree
Financial Adviser
Sebastian Peterson
Head of Operations
Thomas Goldie
Senior Wealth Manager
Zaheer Hussain
Financial Adviser
Zavio D’Ercole
Wealth Planner
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