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

Daniel Evans

Daniel Evans

Chartered Head of Technical

Humaira Chowdhury

Humaira Chowdhury

Head of Client Relationship Management

Zoe Raynsford

Zoe Raynsford

Head of Back Office Support

Robert Bell

Robert Bell

Chartered Financial Planner

Frazer Cronin

Frazer Cronin

Client Relationship Manager

Sam Hurst

Sam Hurst

Client Relationship Manager

Ian Lowe

Ian Lowe

Client Relationship Manager

Phoebe Ellis

Phoebe Ellis

Client Relationship Manager

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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