Chris is responsible for overseeing the Financial Planning team and helping to build and maintain long-term working relationships with City Asset Management’s clients. He focuses on ‘goals-based’ planning and working with motivated individuals who are serious about managing their wealth. Chris has over 30 years’ experience as a financial planner, over 10 of which have been at City Asset Management. He is a member of the PFS and CISI and holds both chartered and certified financial planner qualifications as well as being a CISI Chartered Fellow (Financial Planning). Chris enjoys being active in his spare time, and while he no longer plays rugby and football, he enjoys spectating. He is also learning to play the guitar.

David is a Financial Planning Consultant who has been with City Asset Management for over 12 years. He enjoys helping people meet their objectives through effective planning and his experience looking after elderly parents has given him a greater understanding of vulnerable clients and their longer-term planning needs. Before joining the firm, David worked in financial services roles at National Mutual, LV and Hornbuckle Mitchell. He is both a Chartered Financial Planner and a Fellow of the Personal Finance Society after achieving a range of qualifications covering pensions, investments, insurance, trust and tax planning, and long term care . David enjoys spending time with his very lively 3-year old son and 5-year old daughter, as well as trying to squeeze in time for football and fishing.

As a Financial Planning Consultant, James provides holistic financial advice to help clients meet their needs and life goals. He has almost 20 years’ industry experience, including as a Paraplanner at Towry (now part of Evelyn Partners). James has an impressive list of industry qualifications, including his Advanced Diploma in Financial Planning, Trust and Estate Planning (Distinction), Award in Long Term Care Insurance and his Certificate in Life and Pensions. He also finds time to enjoy sport, poker and stand up comedy (watching, not doing!).

Paul is a founding member of our Cambridge team, specialising in providing client-focused financial planning solutions for our clients. He has over 25 years’ experience in financial services and takes great satisfaction in seeing his clients’ long-term goals come to fruition. Before joining CAM, Paul gained valuable experience, initially at BestInvest (where we helped lead the sale to 3i in 2007), then at 7im, Fidelity, NW Brown and Brown Shipley. He is a Chartered Member of CISI and is a Diploma level member of the Personal Finance Society. In his spare time, Paul enjoys spending quality time with his daughter, and they are often found walking their dogs Mabel and Doris.

Kevin joined City Asset Management as a Client Business Development Officer in 2022. He brings with him over 30 years’ of experience in Financial Planning, having previously worked at S-Tech, NW Brown and subsequently Brown Shipley.

Mel is our team administrator and provides support to our financial planners. She has worked at City Asset Management since 2017, and was an Office Junior / Administrator at Independent Financial Advice Centre prior to joining. In her spare time, Mel enjoys travelling, fitness and socialising with friends. She also plays for the Essex junior netball team.

Connor is a Chartered Financial Planner and Fellow of the Personal Finance Society with almost 10 years’ experience in the industry across several firms, including at Brewin Dolphin and Saunderson House. In this time Connor has assisted a wide range of clients, from business owners to Trusts to young people looking to start a family, helping them to plan with direction and purpose. Alongside his work at CAM, Connor also acts as the Education Outreach Ambassador for the PFS London Region, where he helps to provide personal finance education to secondary schools. When he’s not in the office, Connor enjoys cooking, going to the gym and travelling as much as possible.

Tanya is one of our experienced Paraplanners, providing technical knowledge and support to our Financial Planning team. Some of her favourite things about her role are the wonderful team environment and the strong focus on clients. Outside of work, Tanya has a strong affinity for the sea, and often tries to escape London for seaside adventures - whether it’s a boating trip seeking whales and dolphins or simply relaxing with sunblock and a good book.

Tom is a senior paraplanner and forms part of our team dedicated to servicing clients in the Cambridge area. He performs analysis on each client’s personal circumstances and provides recommendations to help them meet their objectives. Although Tom covers a broad range of financial planning areas, his specialities include estate management, inheritance planning and taxes. He joined CAM in 2022, bringing 10 years’ experience to the role, including most recently as a Chartered Financial Planner at Octopus Wealth. He is a Chartered member of the PFS and holds STEP certificates in Trusts and Estate Planning. In his spare time, Tom enjoys entertaining friends and family, writing and gardening.

Jade is our Financial Planning Administrator, and is responsible for supporting our financial planning team. She joined City Asset Management at the start of 2023, bringing seven years’ experience, including most recently as Sales Support Associate at Russell Investments. When not being kept busy looking after her two children, Jade is working towards her CII Qualification: Diploma in Regulated Financial Planning.