People
Directors
Adam Benskin
Chief Executive Officer
John Halley
Executive Director
Alistair Butt
Executive Director
Andrew Hodson
Executive Director, Head of Investment Consulting
Marketing and Operations
Mark Ormerod
Director
Abbie Holmes
Operations and Accounts Manager
Clare de Jersey-Lowney
Marketing Executive
Paraplanning & Administration
Philip Parks
Senior Paraplanner
Kate Atherton
Financial Planning Support
Minal Kotecha
Paraplanner
Jasmeet Rooprai
Head of Financial Planning Support
Daisy Young
Financial Planning Support
Alexandra Newton
Financial Planning Support
Khaya Nyathi
Financial Planning Support
Ruhel Miah
Financial Planning Support
Amanda Snook
Financial Planning Support
Board
Adam Benskin
Chief Executive Officer
John Halley
Executive Director
Alistair Butt
Executive Director
Andrew Hodson
Executive Director, Head of Investment Consulting
Chloe Lai
Non-Executive Director
Lea Blinoff
Non-Executive Chair
Jenny He
Non-Executive Director
Our team are highly qualified across a number of disciplines. We have fostered a culture of excellence and believe in collaboration and teamwork. We bring together specialists with extensive experience from financial planning, private banking and investment management backgrounds.