Phillip Wale
Chief Executive Officer
–
Simon Jackson
Chief Finance Officer
–
Richard Swain
Chief Risk and Compliance Officer
–
AB
Alistair Buchanan
Non-Executive Director
–
SM
Simon Moore
Non-Executive Director
–
GS
Garry Stran
Non-Executive Director
–
John Cusins
Non-Executive Director
–
LM
Lord Marland
Non-Executive Director
–
Lynne Latchford
Manager, Wealth Management Support
–
Sean O’Brien
Financial Planner
–
Kevin Smith
Investment Manager
–
James Peters
Investment Manager
–
Robyn Gee
Assistant Investment Manager
–
Phil Sidebottom
Head of Financial Planning
–
JM
Jonathan Mark Gordon Clubb
Director
7 mosAge: 66British
JM
Jonathan Mark Gordon Clubb
Director
7 mosAge: 66British
TJ
Tim Julian Dalton Hall
Director
7 mosAge: 64British
| Name | Role |
|---|---|
| Chief Executive Officer |
| Chief Executive | |
| Chief Finance Officer |
| Chief Risk and Compliance Officer |
AB Alistair Buchanan | Non-Executive Director |
SM Simon Moore | Non-Executive Director |
GS Garry Stran | Non-Executive Director |
| Non-Executive Director |
LM Lord Marland | Non-Executive Director |
| Head of Investment Management Suitability | |
| Chartered Wealth Manager and Head of Research | |
| Manager, Wealth Management Support |
| Deputy Head of Research | |
| Research Analyst | |
| Financial Planner |
| Head of Middle Office | |
| Senior Marketing Executive | |
| Head of Trading Desk | |
| Investment Manager |
| Joint Deputy Head of Wealth Management | |
| Investment Manager |
| Assistant Investment Manager |
| Head of Financial Planning |
| Joint Deputy Head of Wealth Management | |
| Research and Investment Manager Associate | |
| Head of Client Relations and Business Development (South West & Wales) | |
| Head of Change and Operational Governance | |
| Finance Director | |
JM Jonathan Mark Gordon Clubb | Director |
JM Jonathan Mark Gordon Clubb | Director |
TJ Tim Julian Dalton Hall | Director |