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.
