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 Clients 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 Clients Team directly at 0330 390 9191.

Call 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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Jonathan Brock

Jonathan Brock

Investment Director

James de Broe-Ferguson

James de Broe-Ferguson

Senior Investment Director

Lily Brooker

Lily Brooker

Client Service Executive

Robert Broughton

Robert Broughton

Senior Investment Director

Nikki Brown

Nikki Brown

Investment Manager

Kindar Brown

Kindar Brown

Senior Financial Planner

Craig Brown

Craig Brown

Head Of Investment Solutions And Specialists

Amy Brown

Amy Brown

Paraplanner

Lisa Brown

Lisa Brown

Senior Investment Director

Lorraine Bryceland

Lorraine Bryceland

Investment Manager

Christopher Bullock

Christopher Bullock

Investment Director

Dominic Burchall

Dominic Burchall

Investment Manager

See what our clients think about our people