Planning

Our people have extensive experience gained at some of the world’s leading financial institutions. By working closely together, we are able to draw on our varied skills and knowledge, allowing us to meet the unique needs of every client.

Ola Adeosun

Ola Adeosun

Partner, Senior Wealth Planner
Simon Allister

Simon Allister

Partner and Head of Wealth Planning
Charles Benson

Charles Benson

Wealth Planner
Andrew Chaplin

Andrew Chaplin

Wealth Planner
Matthew Guy

Matthew Guy

Partner, Investment Manager
Robert Jones

Robert Jones

Wealth Planner
Ashleigh Maloney

Ashleigh Maloney

Wealth Planner
Adam Swift

Adam Swift

Wealth Planner
Graham Thomas

Graham Thomas

Partner, Wealth Planner
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