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 with over 16 years’ experience at City Asset Management, advising clients across a broad range of financial planning needs. He is passionate about helping people achieve their goals through thoughtful, well‑structured planning. His personal experience supporting elderly relatives has also given him valuable insight into the needs of vulnerable clients and the complexities of long‑term planning. Before joining City Asset Management, David held financial services roles at National Mutual, LV, and Hornbuckle Mitchell. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, having achieved an extensive range of qualifications including pensions, investments, insurance, trusts, tax planning, and long‑term care. Outside of work, David enjoys spending time with his wife, Helen, their two energetic children, Millie and Wilf, and their wider family and friends. When he can, he also finds time for hobbies including football and fishing.

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.

Nathan is a Financial Planner with four years’ experience in financial services. He provides tailored advice to help clients achieve their life goals, with a focus on investing, retirement and inheritance tax planning. He holds the Diploma in Regulated Financial Planning and the Certificate in Discretionary Investment Management, and is a member of the Chartered Insurance Institute and Personal Finance Society. Before entering financial services, Nathan worked in the charity sector. He also holds a BA in History and an MSc in Business Management. Outside work, Nathan enjoys playing and watching football, going to the gym and learning about history. He is a keen Tottenham Hotspur supporter.

Mel is our team administrator and provides support to our financial planners. She has worked at City Asset Management since 2017, and was an Administrator at Independent Financial Advice Centre prior to joining. In her spare time, Mel enjoys travelling, training at the gym and playing netball with friends. Mel is working towards her CII Qualification: Diploma in Regulated Financial Planning.

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.

Beth joined City Asset Management in 2026 with six years’ experience in financial services. As a Paraplanner, she undertakes technical research, analyses client information and prepares suitability reports. She is a chartered financial planner with the CII, holds the Advanced Diploma in Financial Planning and has a BA in History and Economics from the University of Reading. Outside work, Beth enjoys horse riding, gym classes, going to the cinema and discovering new wines with friends. Her cat, appropriately, is called Pinot.