Our Experts

With much of his time spent advising clients, Chris oversees the smooth running of the business. He also chairs our …

Chris Birch Read More

Derek is a Chartered Financial Planner with specialist qualifications in taxation, trusts, pensions and retirement options. With a modest, self-effacing …

Derek White Read More

Specialising in investment, inheritance tax and retirement planning, Tony helps clients maximise their income and investment returns, and minimise all …

Tony Dunne Read More

Phil oversees the recommendation documents that we produce for clients and is responsible for monitoring all of our activities to …

Phil Hunt Read More

Branimir’s particular expertise lies in pension and retirement planning, investments, inheritance tax and long term care planning, trustee investments and …

Branimir Gavrilovic Read More

As Senior Financial Adviser, Richard has specific expertise in investments, inheritance tax advice, pension and retirement planning as well as …

Richard Sutcliffe Read More

Justin is part of our Financial Planning team. He is responsible for the production of client reports and providing technical …

Justin Bennett Read More

Austen, who joined us in 2007, is our Investment Director. He manages our Investment team and is responsible for the …

Austen Robilliard Read More

As Head of Business Development, Victoria is responsible for advising new and existing clients on all aspects of investment management …

Victoria Montacute Read More

Justine is responsible for our accounts department. Justine began her career within private practice accountancy firms encompassing statutory accounts, taxation, …

Justine Coates Read More

Sarah is responsible for the production of client reports and she provides technical support to our financial advisers. She is …

Sarah Reynolds Read More

Samantha is part of the administration team, with her role including managing processes for new clients and providing on-going support …

Samantha Reed Read More

Joe oversees all aspects of the Financial Planning Team, who are responsible for the production of client reports and technical …

Joe Gunn Read More

Richard is responsible for the production of client reports as well as providing technical support to our financial advisers. He …

Richard Palmer Read More

Larysa joined us in October 2019 as a senior financial planner,  having worked in the Financial Services Industry since 2010. …

Larysa Baker Read More

James joined us in November 2020 as a senior member of our financial planning team and will be responsible for …

James Hollman Read More

Charlyn is part of our Financial Planning team, where she is responsible for the production of clients’ investment reports. Charlyn …

Charlyn Kindermann Read More

After graduating from the University of Winchester, Emma joined us as part of the administration team. She has since moved …

Emma Ayres Read More

Charles provides technical support to our advisers and helps in the production of client reports. Charles started his career at …

Charles Dowden Read More

Mark is responsible for the production of fund reviews and performance comparisons and sits on the investment committee.   He also …

Mark Collard Read More

George works with the Investment team. He has a BSc in Economics, Finance and Banking from the University of Portsmouth …

George Cook Read More

Amy is integral to our administration team, managing all technical aspects within the company as well as reviewing and developing …

Amy Woods Read More

Emma is part of our administration team, with her role including managing processes for new clients and providing on-going support …

Emma Bowden Read More

Rachel is part of our administration team, with her role including managing processes for new clients and providing on-going support …

Rachel Trafford Read More

Abbie manages processes for new clients and provides on-going support to our existing clients. She joined us in February 2021 …

Abbie Churcher Read More

Shona began her career in the financial services sector 13 years ago at Building and Civil Engineering Ltd, after having …

Shona Callus Read More

Elina is part of our administration team, with her role including managing processes for new clients and providing on-going support …

Elina Wright Read More

Niquita joined us in June 2021 having recently graduated from the University of Brighton (BSc Finance and Investment). As a …

Niquita Kalsi Read More

Linda joined us in July 2021, having previously worked in various customer focused roles within the Public Sector, Fitness Industry …

Linda Corlett Read More

April has joined us from a customer services background. Her main role will be booking in annual client reviews. Client …

April Butt Read More

Clare joins our administration team as financial planning administrator, helping to ensure the efficient processing of business, effective management of …

Clare Wale Read More

Emily has joined us as our Marketing and Communications Executive, managing our marketing operations and liaising with both the in-house …

Emily Whitton Read More

As senior financial planner, Chloe supports our advisers with research and prepares the detailed client recommendation reports. She also manages …

Chloe Lamb Read More

Having joined Murdoch Asset Management in June, 2021 as Administration Manager, Toni’s role is to manage and oversee the day …

Toni Brockway Read More

Harriet is Operations Manager, working alongside the team to ensure the smooth running of all business operations as well as …

Harriet Sutton Read More

Adam Davies joins us as a trainee financial planner where he is responsible for preparing clients’ annual review and recommendation …

Adam Davies Read More

As a trainee Financial Planner, Elliot is responsible for preparing clients’ annual review and recommendation reports and analysing client portfolios …

Elliot Lloyd Read More

Georgia joins us as Financial Planning Administrator. Previously, she worked as a procurement administrator for a car finance company.  

Kikinay is one of our Financial Service Administrators and previously worked as an associate at Conister Finance and Leasing.