Names to faces

Our People

Jonathan Blain

Managing Partner

Meet Jonathan

Chris Brown

Partner,
Chief Investment Officer

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Jonathan Fennell

Partner

Meet Jonathan

Simon Moriarty

Partner

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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

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Joannie Grenade

Paraplanner

Meet Joannie

Connor Dawson

Senior Client
Services Manager

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Maylin Ng

Client Services Manager

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Tiziana Maida, CFA

Head of Research

Meet Tiziana

Ketan Gahir

Senior Research Analyst

Meet Ketan

Caroline Weir

Head of Finance

Meet Caroline

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

Paul Tarran

Partner

Meet Paul

You?

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

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Insight and analysis

Q2 2026 Market Review

10 July, 2026

Market Commentary  Summary Table 1 shows some pretty healthy 6-month returns, especially when you consider we had a war and a doubling of oil prices…

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Pensions & inheritance — what the new IHT rules mean for your estate A commentary for clients approaching retirement

9 July, 2026

For the past two decades, pensions have occupied a uniquely privileged position in estate planning.

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The pension tax relief regime is under pressure What should you do now?

9 July, 2026

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