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Our Team
Dan Boardman-Weston
CHIEF EXECUTIVE OFFICER
Andrew Gillett
HEAD OF WEALTH MANAGEMENT ADVICE & CHARTERED FINANCIAL PLANNER
Andy Gillett
Vince Hopkins
CHAIR OF THE INVESTMENT COMMITTEE
Vince Hopkins
Toni Meadows
HEAD OF INVESTMENT
Vicki Skinner
CHARTERED FINANCIAL PLANNER & WEALTH ADMINISTRATION MANAGER
Vicki Skinner
Nicholas Sinclair-Wilson
DIRECTOR OF CLIENT SERVICES & CHARTERED FINANCIAL PLANNER
Nicholas Sinclair-Wilson
Ben Crabbe
ASSOCIATE DIRECTOR AND FINANCIAL PLANNER
Ben Crabbe
Kate Howells
FINANCIAL PLANNER
Kate Howells
Laura Ripley
CHARTERED FINANCIAL PLANNER
Laura Ripley
Thomas Forrester
TRAINEE FINANCIAL PLANNER
Peter Baxter
CHARTERED WEALTH MANAGER
Peter Baxter
Emma Buckley
CHARTERED WEALTH MANAGER
Emma Buckley
David Craig
HEAD OF INTERMEDIARY DIVISION AND CHARTERED WEALTH MANAGER
David Craig
Barney Sears
CHARTERED FINANCIAL PLANNER
Barney Sears
Jenny Mills
SENIOR PORTFOLIO MANAGER
Jenny Mills
Marlena Eltringham
PARAPLANNER
Ian Talboys
PARAPLANNER
Ian Talboys
Jordan Laight
FINANCIAL PLANNER
Jordan Laight
Brad Sheridan
PARAPLANNER
Jade Maunder
PARAPLANNER
Jade Maunder
Oliver Craig
JUNIOR PARAPLANNER
Oliver Craig
Lewis Grant-Smith
Junior Portfolio Manager
Dean Wragg
COMPLIANCE DIRECTOR
Harriet Troth
MARKETING MANAGER
Harriet Troth
Dean Smith
FINANCE DIRECTOR
Dean Smith
Alex Hewish
IT SYSTEMS ARCHITECT
Alex Hewish
Emily Finnegan
ADMINISTRATOR
Emily Finnegan
Ross Smith
WEALTH MANAGEMENT ADMINISTRATOR
Samuel Baird
OPERATIONS MANAGER
Samuel Baird
Andrea Barlow
WEALTH MANAGEMENT ADMINISTRATOR
Andrea Barlow
Nirjeet Lyall
WEALTH MANAGEMENT ADMINISTRATOR
Nirjeet Lyall
Laura Swainston
WEALTH MANAGEMENT ADMINISTRATOR
Megan King
JUNIOR WEALTH MANAGEMENT ADMINISTRATOR
Joanna Chapman
WEALTH MANAGEMENT ADMINISTRATOR
Joanna Clark
Sian Roediger
WEALTH MANAGEMENT ADMINISTRATOR
Simon Boardman-Weston
CHAIRMAN
Simon Boardman-Weston
Dan Boardman-Weston
CHIEF EXECUTIVE OFFICER
Andrew Gillett
HEAD OF WEALTH MANAGEMENT ADVICE & CHARTERED FINANCIAL PLANNER
Andy Gillett
Dean Wragg
COMPLIANCE DIRECTOR
Vince Hopkins
CHAIR OF THE INVESTMENT COMMITTEE
Vince Hopkins
Dean Smith
FINANCE DIRECTOR
Dean Smith
Nicholas Sinclair-Wilson
DIRECTOR OF CLIENT SERVICES & CHARTERED FINANCIAL PLANNER
Nicholas Sinclair-Wilson
Paul Mattioli
Non-Executive Director