Adam Long
Private Client Manager, London
Meet the team
Our team of experienced professionals are on hand to help.
If you want someone to talk common sense to you about your investments, get in touch today for a simple, clear and refreshing approach.
Times are changing, so are we.
In the past year, we’ve welcomed a new CEO, brought onboard a wide range of experience and taken a fresh look at how we work.
Discover why we’re excited for the future, what’s coming next and meet the new team.
Search by first name, last name or job title
Andrew McCulloch
Private Client Manager, London
Andrew McLean
Private Client Manager, Edinburgh
Annie Newman
Private Client Assistant, Jersey
Charlie Martin
Private Client Manager, London
Chris Hardie
Financial Planner, Edinburgh
Chris Holden
Paraplanner, Edinburgh
Chris Padginton
Private Client Assistant, London
Clare Reid
Business Development Manager, London
Colin Orr
Private Client Manager, Edinburgh
Craig Lemm
Private Client Assistant, Edinburgh
Daniel Wood
Financial Planner, London
Dennis McGrath
Team Head, Edinburgh
Dominic Pallot
Private Client Manager, Jersey
Emily Palmer
Private Client Assistant, Edinburgh
Fraser Craig
Private Client Assistant, Edinburgh
Gareth Munn
Team Head, London
George Martineau
Head of Financial Planning
Giedre Dovidonyte
Private Client Assistant, London
Gordon Wallace
Paraplanner, Edinburgh
Grant Hamilton
Team Head, Jersey
Guy Tulloch
Private Client Manager, Edinburgh
Henry Fox
Private Client Manager, London
Ian Hamilton
Paraplanner, Edinburgh
Ines Uwiteto
Private Client Manager, London
James McFarlane
Private Client Executive, Edinburgh
Jeremy Greenwood
Team Head, London
Jessica Whistlecraft
Private Client Executive, London
Joshua Bell
Private Client Executive, London
Kieran McDonnell
Private Client Manager, London
Laura Knox
Private Client Manager, Edinburgh
Louise Court
Private Client Executive, London
Mark Endacott
Private Client Manager, London
Mark Thornton-Smith
Financial Planner, Edinburgh
Michael Martin
Private Client Manager, London
Nick Anderson
Paraplanner, Edinburgh
Nick Heath
Team Head, BD, London
Olivia West
Private Client Manager, London
Paul Dawson
Financial Planner, London
Paul Gillen
Financial Planner, Edinburgh
Pauline Hannigan
Team Head, Edinburgh
Poppy Campbell-Lamerton
Private Client Assistant, London
Richard Clark
Paraplanner, Edinburgh
Rory Bennett
Private Client Manager, London
Rory Donnelly
Private Client Assistant, Edinburgh
Ross Brydon
Private Client Assistant, Edinburgh
Tom Bostock
Financial Planner, London
Tom Merchant
Business Development Manager, London
Tom Moore
Private Client Assistant, London
Yasmin Dean
Paraplanner, Edinburgh
Talk to us, at a time to suit you
Give us a call today or leave your details below and one of the team will call you back.
