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


Laurence Harper
Marketing & Communications Executive


Abbie Palmer
Operations and Accounts Manager
Paraplanning & Administration


Philip Parks
Senior Paraplanner


Robert Harper
Senior paraplanner


Minal Kotecha
Paraplanner


Emma Rivers
Financial Planning Support


Daisy Young
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.
