People
Directors
Adam Benskin
Chief Executive Officer
John Halley
Executive Director
Alistair Butt
Executive Director
Andrew Hodson
Executive Director, Head of Investment Consulting
Client Directors
Linda Kozlowska
Technical Director
William Buckley
Client Director
Angela Lloyd-Read
Senior Client Director
Emma Rutter
Senior Client Director
Marketing and Operations
Alex Stephens
Chief Operating Officer
Mark Ormerod
Director
Abbie Holmes
Operations and Accounts Manager
Clare de Jersey-Lowney
Marketing Executive
Paraplanning & Administration
Kate Atherton
Financial Planning Support
Minal Kotecha
Senior Paraplanner
Jasmeet Rooprai
Head of Financial Planning Support
Ruhel Miah
Financial Planning Support
James Madell
Junior Paraplanner
Board
Adam Benskin
Chief Executive Officer
John Halley
Executive Director
Alistair Butt
Executive Director
Andrew Hodson
Executive Director, Head of Investment Consulting
Chloe Lai
Director
Lea Blinoff
Non-Executive Chair
Jenny He
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.