Our focus is service

As Head of Investments, Josh is responsible for our investment service and private client team.

Maxime is adept at studying businesses to uncover their investment potential.

Nellis is a skilled portfolio manager with deep knowledge of our model portfolio service.

Sustainable investing is Rowan's expertise, building a better future for generations to come.

Risk management is key to everything we do. Spyros has expertise we can rely on.

Talia's passion and support for sustainable causes fuels her work incorporating ESG principles within portfolios.

Alice works alongside the financial planners in Bristol.

Alison is a strong advocate for financial planning and helping you achieve your financial goals.

Amy’s expertise helps you secure new possibilities for the future.

Andy helps clients make financial and lifestyle decisions to benefit them and their families.

Bruce lays strong foundations for lasting relationships with both business and individual clients.

Bryn leverages his finance expertise to protect you during periods of both growth and adversity.

Carl’s aim is simple, to help clients protect, grow and enjoy their assets.

Charles helps keep your finances grounded.

Chris will work with you to create a step-by-step financial plan, tailored to you.

Christopher is dedicated to unlocking your financial potential and realising your aspirations.

Delivering on a financial plan that meets your goals is how Colin measures success.

Craig has a passion for lifestyle financial planning.

Dafydd's clients appreciate his ability to simplify the more technical aspects of the financial industry.

Daniel has the skills you need to build a financial plan to support your ambitions.

Daniel takes a dynamic approach when finding solutions to your financial goals.

David has the experience and knowledge to create a financial plan that works for you.

Dawn is a leader with a track record of helping drive business growth and great client outcomes.

Dean is an expert in specialist financial advice.

Derek brings a diverse perspective when managing your financial situations.

Ed is a highly qualified financial planner committed to guiding you on your money path.

Trust. Integrity. Empowerment. Gemma’s mission is to ensure your wealth works for you.

Financial planning is guiding people, with expertise. Geoffrey is ready to help you.

Using her extensive technical expertise, Helen ensures clients can be confident in their financial plans.

A lifelong financial services professional, Ian is now bringing on the next generation.

Ian listens, guides, and directs you through the complex financial process.

Ian has extensive experience in providing tailored financial support.

Ian believes in committing to continual professional development to stay ahead of the curve.

Idris helps curate your financial plans with care and flexibility.

James places an emphasis on listening to your needs and building a plan to meet them.

Jane is passionate about financial planning and helping people do more of what is really important to them.

Jemma is a trusted Financial Planner, advising high net worth individuals to identify and pursue their financial goals.

Joe is a Financial Planning Associate working towards Chartered status, with over a decade of experience in wealth management.

An experienced wealth management professional, Jon knows financial planning inside out

Justine is adept at organising your finances with clarity.

Lee believes in getting to know the human behind the client.

Mark believes financial planning can change your life for the better.

Martin understands that financial planning can help secure you a healthy future.

Mat works alongside financial planner Helen Howcroft.

Matt understands that financial plans need to adapt.

Matt’s commitment to client relations means sympathy and transparency when tailoring your financial solutions.

Michael is a passionate, knowledgeable and experienced financial planner.

In finance since the eighties, Mike knows flexible plans stand the test of time.

Financial planning is Mike’s best tool to map out the future you really want.

Nick is a huge believer in financial planning; illustrating how your hard-earned money can achieve your goals.

Oliver employs technical skill and precision when managing your finances.

Financial planning for Panvir means helping you achieve your bucket-list dreams.

Paul will dig into what drives you, and apply that knowledge to your plan.

An expert on NHS pensions, Paul is trusted by medical professionals nationwide.

Paul is a financial adviser with 25 years’ experience providing holistic financial planning solutions to private individuals.

Paul will work with you to create a financial plan for your future.

Even with her impressive level of experience, Rachel is always looking for ways to improve.

Richard’s technical excellence will help you meet your ambitious goals.

Financial planning becomes a harmonious family endeavour under Rory's expert guidance, skilfully bridging generational divides.

In a financially complex world, Russell strives to provide clarity and peace of mind.

Financial planning for Sean means securing you a healthy future.

Sean believes in finding out your motivations, before talking to you about your money.

Shane works alongside high-net-worth financial planner Lee Anderson

Simon giving specialist, unbiased advice to clients with whom he’s developed long-term relationships.

Stuart specializes in helping self-employed professionals manage their finances.

Tim is a previous winner of the IFA of the Year award.

Tracey has the tenacity and determination to keep your financial plans on track.

Wasim is a Chartered Financial Planning Associate, working alongside Sean Walsh

Adem is a big believer in excellent client service, ensuring clients are at the forefront of everything we do.

Experienced and professional, Alyssa is an integral part of the portfolio management team.

Working alongside the portfolio managers, Angus brings valuable insights

WTW’s private market specialist Ben leads and develops our portfolio management service.

Analytical and inquisitive, Ben provides support to our portfolio managers.

Cian applies a creative approach when assisting our portfolio managers.

David’s renowned expertise means navigating the market with diligence.

Debbie provides vital administrative support to our portfolio managers.

Ellie is our Head of High Net Worth who’s worked within the industry for over 12 years.

Ellie delivers essential support to portfolio managers overseeing your investments.

Giles brings together investment experience and approachability to help grow your wealth on your terms.

James inherited both a passion for wealth management and a commitment to helping people achieve their life goals.

Jo’s focus is very much to deliver investment services directly to private clients, charities and trusts.

Jon supports our portfolio managers, and a certain local football team.

Jonathan works with professional connections to help you achieve 360-degree wealth management.

Jonty is a highly experienced investment professional, and three-time Guinness World Record holder in open water, channel and ice swimming.

Experienced and highly qualified, Kenneth is passionate about making your investments work hard for you.

Capable and knowledgeable, Liam gives vital support to the portfolio management team.

Having studied international financial markets, Luke now puts the theory into practice.

Lydia began her career in 1985 and has over 35 years' experience helping clients.

A former maths tutor, Max now uses his head for figures to help clients.

Max works to ensure a seamless client journey and is passionate about financial markets.

Paul is a homegrown investment manager with an international outlook.

Paul is a skilled investment professional who follows the markets so you don’t have to.

With his accountancy background, Peter will ensure your figures add up.

Rachael works with our portfolio managers to give you great service every step of the way.

Whether working with individuals or companies, Rob knows trust is key to relationships.

An experienced Portfolio Manager, Robert will manage your money with skill and integrity.

Sam is a diligent portfolio assistant with a commitment to detail and accuracy.

Shyam cares deeply about client satisfaction and is passionate about financial markets.

Stuart demystifies financial markets to ensure transparency and clarity in the investment process.

Tom is a young and skilled investor with a deep passion for financial markets.

David is an expert in business transformation and our Chief Operating Officer.

Emma is a highly experienced regulatory compliance and risk management professional.

A charity-focused cyclist, Jonathan is a staunch advocate of sound financial planning.

Nicola is a statistician who manages risk in our business as Chief Financial Officer.

Business strategist Niral is tasked with growing financial planning at atomos.

Our Chief People Officer Heath manages our talent and company culture.