Our business is built on our people and throughout our teams runs a culture that is based on striving every day to better ourselves. We have a strong pedigree of teaming experience with fresh talent, drawn from our long-standing relationship with the University of Bath.

Meet the Team

THE BOARD
FINANCIAL PLANNING
SENIOR ADVISERS
THE EXECUTIVE COMMITTEE
business development manager
CLIENT EXPERIENCE MANAGER
INVESTMENT MANAGEMENT
CLIENT SERVICES
OFFICE MANAGER