Relationship Directors: Senior and experienced members of the firm who act as your central point of contact and co-ordinate our services for you.  We hope you will come to see them as your 'Chief Financial Officer'.
Alastair Briggs
Ian Cooper 
Simon Dixon
David Lough
Simon Lough
Clive Meek
Gary Rogerson
 
Research and Funds Development:
Alan Sippetts

Model Portfolio Managers:  Investment managers with responsibility for managing one or more of our investment models and key client portfolios.
Robert Allinson, CFA
Lawrence Heasman
Martin Perry  
Darrell Sykes 
Simon Weighell

Portfolio Managers: Experienced investment professionals who manage client portfolios on a day to day basis.  Some may have additional financial planning qualifications.
Colin Barrett
Kevin Divall
Simon Joyce
Julian Menges
Ben Meredith
Jason Rees

Retirement Planning:  Highly qualified pension specialists focusing on retirement planning incorporating assets held both inside and outside pensions.  These members of the firm may also act as your Relationship Director where you have a retirement specific focus.
Roz Collom
Clive Meek 
Tony Slocombe

Tax Solutions:  Qualified personal tax advisers who will help you with your tax return and tax planning across income, capital gains and inheritance taxes.
Mark Barrett
Nadine Charles
Neil Edwards
Jonathan Howard
Richard Mencner
Stephen Shepherd