Meet our team
Ben has worked in a number of roles within the finance and property sectors over the last 15 years, including 2 years as a financial adviser for HNW clients at Barclays Bank.
In his spare time Ben enjoys travelling, motorsport and spending time with his 2 young daughters.
James has over 12 years experience in the investment industry. His previous employment has seen him hold various positions with major institutions in New York, Singapore and Hong Kong.
In his spare time James enjoys volunteering in his local community center, long distance running and spending time with his wife and two young children.
Jane was a lawyer for 21 years specialising in Property and Employment Law. Having worked in the Bristol/Bath area and then becoming a Partner at a very well established 150 year old firm in Somerset.
Jane loves dog walking, mountain biking and is a keen traveler who enjoys discovering new places and cultures.
Louise has worked for over 20 years at management level. After working as Finance Manager within a successful private company, she diversified into property and became Area Manager for a large International company which led to her going into the investment side of the business. She has worked and lived internationally in Europe and Asia.
Louise is fluent in Spanish and her hobbies include travel and reading. At the weekends she likes to spend time socialising with her family.
Peter has over 35 years financial planning experience. His key priority has been to focus on providing a tailored bespoke service to satisfy the needs of his clients, utilising innovative and trusted solutions.
Raj has over 15 years’ experience within the Financial Services Industry. He was a Director of a large European Private Bank and specialised in Investment Management. He has in depth knowledge of various asset classes including equities, fixed interest and property.
When he is not busy with his young family Raj loves both playing and watching sports, in particular, cricket and golf.
Stephen has worked within the financial services industry for 8 years and for the last 5 years, has held the position of Senior Life Insurance Adviser.He has also managed a team of financial advisers at Money Expert which is regulated by the Financial Conduct Authority & Financial Services.
Stephen enjoys playing badminton and spending time with his children and friends.
Trish has over 20 years' experience in Financial Services that encompasses two of the ´big four´ major UK banks.
In her spare time, Trish likes travelling, gardening and supporting her two sons on the touchline.
Will has more than 25 years of experience in the banking sector. Graduating at Aurora University, Illinois he started his career with First Chicago Bank which later became Bank One, then moved to Citi Bank where he gained a wealth of knowledge and experience in the financial markets.
In his spare time Will has held a private pilot’s license for over four years, and is a single handicap golfer.
William has worked in the banking sector for many years and has helped some of the UK’s newest banks to establish long term relationships with some of the UK’s top brokerages.
In his spare time, he trades stocks, shares, and derivatives and enjoys spending time with his family and going for dinner.
Client Liaison Manager
Andrew started working in financial services, specialising in pensions and investments. He then went to work in Property Finance and has spent the last four years in business consultancy.
Andrew is a keen footballer and if not on a pitch, you will find him up a mountain or on a long walk.
Client Liaison Manager
Matt has 25 years' experience in account management and relationship building, working across various market sectors, including finance in both blue chip and SME's organisations.
Matt is very much a family man and his main leisure interests include hockey, badminton and cricket.
Abigail has previous experience working in the financial industry under the regulations of the Financial Conduct Authority and has a wealth of experience gained from her banking background.
Abigail likes to spend her spare time socialising with family and friends and visiting the theatre.
Caroline has 30 years of experience in a regulated Financial Services environment, having worked as a data analyst in IT for a top 3 bank.
In her spare time, Caroline enjoys holidays and spending time with her 2 horses, friends and family.
Mandy has previous experience working in the financial sector for both UK and worldwide organisations and has gained a wealth of skills and experience in a vast range of roles including customer care and administration management.
Mandy loves the outdoors and in her spare time, enjoys walking, hiking and spending time with her husband and 2 boxer dogs.