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
Marketing and Communications Director
Mark Ormerod
Director
Abbie Palmer
Operations and Accounts Manager
Paraplanning & Administration
Philip Parks
Senior Paraplanner
Robert Harper
Senior Paraplanner
Daisy Young
Financial Planning Support
Jasmeet Rooprai
Financial Planning Support
Board
Adam Benskin
Chief Executive Officer
John Halley
Executive Director
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.