Names to faces

Our People

Jonathan Blain

Managing Partner

Meet Jonathan

Paul Tarran

Finance Partner

Meet Paul

Chris Brown

Partner,
Chief Investment Officer

Meet Chris

Jonathan Fennell

Partner

Meet Jonathan

Simon Moriarty

Partner

Meet Simon

Mike Passfield

Partner

Meet Mike

Anne McClean

PARTNER,
HEAD OF WEALTH

Meet Anne

Lucy Chahil

Senior Wealth Planner

Meet Lucy

Nicola Horner

Senior Wealth Planner

Meet Nicola

Roger Ballard

INVESTMENT MANAGER

Meet Roger

Julia Young

Investment Manager

Meet Julia

Minal Kotecha

Wealth Planner

Meet Minal

Lee Bridgewater

Senior Paraplanner

Meet Lee

Joannie Grenade

Paraplanner

Meet Joannie

Georgia Stirling

Wealth Planning Assistant

Meet Georgia

Connor Dawson

Senior Client
Services Manager

Meet Connor

Maylin Ng

Client Services Manager

Meet Maylin

Tiziana Maida, CFA

Head of Research

Meet Tiziana

Ketan Gahir

Senior Research Analyst

Meet Ketan

Richard Page

Head of Compliance
and MLRO

Meet Richard

Isabel Shirt

Head of Human Resources

Meet Isabel

Liberty Phillips

Operations Manager

Meet Liberty

Sophie Rackham

Trade Analyst

Meet Sophie

Dara Madden

Operations Analyst

Meet Dara

Oliver Bourne

Data Analyst

Meet Oliver

Madiha Shah

Office Manager

Meet Madiha

You?

We offer opportunities in all areas of investment management and wealth planning.

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Insight and analysis

Q1 2026 Market Review

10 April, 2026

Market Commentary  Summary If the worst-case scenarios in Iran can be avoided, then, as with the tariffs, the global economy should be able to withstand…

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We are not out of the woods | Weekly Market Update

2 April, 2026

Just a shorter note from me this week ahead of the Easter Bank Holiday weekend.

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How to help your children go from HENRY to HNW

27 March, 2026

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