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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Alistair Beattie

Alistair Beattie

Investment director

Alistair Crichton

Alistair Crichton

Investment Manager

Alister Atack

Alister Atack

Senior Investment Director

Amanda Cook

Amanda Cook

Financial Planning Director

Amelia Bell

Amelia Bell

Private Client Solicitor

Amos Nelson

Amos Nelson

Regional director

Amy Brown

Amy Brown

Paraplanner

Amy Kirby

Amy Kirby

Investment Director

Amy McCulloch

Amy McCulloch

Assistant investment manager

Andrea Hanley

Andrea Hanley

Investment manager

Andrea Lobb

Andrea Lobb

Investment Director

Andrea Yung

Andrea Yung

Investment Director (Discretionary)

See what our clients think about our people