People
Advisers
Linda Kozlowska
Senior Client Director
Nick Toubkin
Senior Client Director
Chris Yardley
Client Director
John Moore
Client Director
Marketing and Operations
Gillian Wilson
Client Communications Manager
Laurence Harper
Marketing & Communications Executive
Isobel Budden
Operations Executive
Andrew Hodson
Head of Special Projects
Paraplanning & Administration
Philip Parks
Senior Paraplanner
Minal Kotecha
Paraplanner
Abbie Palmer
Financial Planning Support
Emma Rivers
Financial Planning Support
Board & Consultants
Chloe Lai
Non-Executive Director
Simon Ewart
Non-Executive Chairman
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.