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

Director - Head of Growth / Chartered Financial Planner

Claire Phillips

Claire Phillips

Compliance Director / Chartered Financial Planner

Kerry Burgess

Kerry Burgess

People Operations Director

Benjamin Brown

Benjamin Brown

Chartered Financial Planner

Sebastian Ridout

Sebastian Ridout

Chartered Financial Planner

Petra Spirkova

Petra Spirkova

Chartered Financial Planner

Peter Slot

Peter Slot

Chartered Financial Planner

Frazer Cronin

Frazer Cronin

Head of Learning and Development

Megan Pope

Megan Pope

Marketing Executive

Zoe Raynsford

Zoe Raynsford

Senior Client Relationship Manager

Phoebe Ellis

Phoebe Ellis

Client Relationship Manager / B Corp Leader

Kajal Dhingra

Kajal Dhingra

Client Relationship Manager

Charlie Hewlett

Charlie Hewlett

Client Relationship Manager

Thomas Symss

Thomas Symss

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

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