Real people who care

Meet the team

You won’t find the usual financial services stereotypes here! We’re real people with real life experience – entrepreneurs with backgrounds as diverse as the armed forces, world travel and the creative industries.

Robert Caplan

Robert Caplan

Financial Planning Director / Chartered Financial Planner

Claire Phillips

Claire Phillips

Compliance Director / Chartered Financial Planner

Kerry Burgess

Kerry Burgess

People Operations Director

Scott Millar

Scott Millar

Financial Planning Manager / Chartered Financial Planner

Daniel Evans

Daniel Evans

Head of Technical / Chartered Financial Planner

Humaira Chowdhury

Humaira Chowdhury

Head of Client Relationship Management

Robert Bell

Robert Bell

Chartered Financial Planner

Emma Fielding

Emma Fielding

Chartered Financial Planner

Sam Hurst

Sam Hurst

Technical Analyst

Zoe Raynsford

Zoe Raynsford

Client Relationship Manager

Phoebe Ellis

Phoebe Ellis

Client Relationship Manager

Kevin O’Kane

Kevin O’Kane

Client Relationship Manager

Kajal Dhingra

Kajal Dhingra

Client Relationship Manager

Charlie Hewlett

Charlie Hewlett

Client Relationship Manager - Summer Intern

Work with us, we're hiring

If you’re passionate about helping people create the lifestyle they’ve always wanted and you’re not afraid to do things differently, we’d love to hear from you.

All Vacancies
Clients who've been through our process: Imogen Landy

Clients who've been through our process: Imogen Landy

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