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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David Camis

David Camis

Business development director

James Campbell

James Campbell

Financial planning assistant

Charlie Campbell

Charlie Campbell

Investment director

James Campbell-Gray

James Campbell-Gray

Investment director

Thomas Canty

Thomas Canty

Senior Investment Director

George Carbutt

George Carbutt

Divisional Director

Nicola Carey

Nicola Carey

Client Service Executive

George Carlton

George Carlton

Financial Planning Director

Gail Carr

Gail Carr

Investment manager

Matthew Carr

Matthew Carr

Client development director - South

Kyle Carr

Kyle Carr

Investment Administrator

Rachel Carr

Rachel Carr

Associate Investment Director

See what our clients think about our people