Our people

Our people are at the heart of the service we deliver. Highly skilled and professional, they can help you plan and invest for your long-term success, whether you are individual, an intermediary, a charity or a trust.

New client enquiry form

If you are not working with one of our advisors yet, our New Enquiries Team can help you learn more about us and put you in touch with the right person.

Complete the enquiry form

New client enquiry number

Prefer to pick up the phone? You can also call our New Enquires Team directly at 0330 390 9191

Other enquiries

Whether you have a question about our services, or want to get in touch with someone specific, we can help.

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Jason Dalley

Jason Dalley

Investment Director

Michael Daly

Michael Daly

Investment director

Rosie Daniels

Rosie Daniels

Senior Investment Director

Nathan Darby

Nathan Darby

Investment director

Nicholas Darke

Nicholas Darke

Divisional Director and Team Leader

Prem Dattani

Prem Dattani

Senior Financial planner

Joe Davies

Joe Davies

Senior Investment Director

Ian Davies

Ian Davies

Assistant Investment Manager

Cristian Lane Davies

Cristian Lane Davies

Assistant Investment Manager

Elizabeth Davis

Elizabeth Davis

Investment risk director

Matt Dawbarn

Matt Dawbarn

Assistant Investment Manager

Richard Dawson

Richard Dawson

Regional Director

See what our clients think about our people