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.
