As a team, we are committed to providing the highest quality of financial advice to our clients.
Collectively the senior management team has well over fifty years’ experience in financial services, building long lasting relationships with our clients from a wide variety of backgrounds. We place an emphasis on quality, honesty and transparency in everything we do.
Caroline has over ten years’ experience in financial advice at firms such as Saunderson House, working with a wide range of private clients.
Caroline is a Chartered Financial Planner with the Chartered Insurance Institute, and is a technical expert in pensions advice. She has Masters degrees from Oxford University and Kings College London.
Caroline is passionate about making financial advice more accessible and helping everyone to reach their financial goals.
Rob has over fifteen years investment and wealth management experience from the likes of Bloomberg and Barclays Wealth. He is a chartered member of the Chartered Institute for Securities & Investments.
Rob holds the highly acclaimed Private Client Investment Advice & Management qualification (level 6) and Integrity Matters Certificate. He also holds the Investment Management Certificate, through the CFA Society.
Rob is always seeking new challenges and considering different ways of doing things.
Michael has a background in compliance as well as financial advice, having previously worked at the Financial Ombudsman Service assessing the suitability of advice. He has a passion for ensuring that the advice given to a customer is always what is best for them.
Michael has the Diploma in Regulated Financial Planning with the Chartered Insurance Institute.
Chief Technology Officer
David has more than 10 years of developer experience, having previously been a Senior Developer at HiSky working on their Smartellite Access Portal project in collaboration with the European Space Agency.
David is passionate about technology and robust end-to-end solutions.
Peter has over thirty years’ experience in intermediated sales within the Financial Services industry, and was previously Head of Cater Allen, Santander Private Bank and Head of UK IFA Distribution at Barclays Wealth. He has a deep understanding of how the retail financial services market operates in the UK.