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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Darren Findlay

Darren Findlay

Senior Financial Planning Director

Darren Ruane

Darren Ruane

Investment Director

David Bassett

David Bassett

Investment director

David Black

David Black

Senior Investment Director

David Bracey

David Bracey

Client service executive

David Camis

David Camis

Business development director

David Clapham

David Clapham

Investment Director

David Coombs

David Coombs

Head of Multi-Asset Investments

David Cox

David Cox

Head of Greenbank

David Goodliffe

David Goodliffe

Investment manager

David Guckian

David Guckian

Investment manager

David Harrison

David Harrison

Head of Sustainability and Fund Manager

See what our clients think about our people