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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Joe Boxer

Joe Boxer

Financial planning assistant

Samantha Boyd

Samantha Boyd

Investment director

David Bracey

David Bracey

Client service executive

Will Bragg

Will Bragg

Investment Director

Louisa Braywood

Louisa Braywood

Assistant Investment Manager

Adam Brewer

Adam Brewer

Senior Investment Director

Ross Bridger

Ross Bridger

Investment director

Ozge Brinkworth

Ozge Brinkworth

Equity analyst

Jonathan Brock

Jonathan Brock

Investment director

Greg Brock

Greg Brock

Client service executive

James de Broe-Ferguson

James de Broe-Ferguson

Senior Investment Director

Lily Brooker

Lily Brooker

Client service executive

See what our clients think about our people