In good company
We are an efficient, highly qualified team of professionals with a wealth of specialist expertise and experience. Every one of us has first-rate qualifications and many have academic degrees, giving our clients full confidence in the advice we give and the steps we take on their behalf.
We are also a company with a strong work ethic. We take great pride in achieving the absolute best for our clients and we thoroughly enjoy what we do, which makes the process a pleasure for them as well as us.
With much of his time spent advising clients, Chris oversees the smooth running of the business. He also chairs our …
Derek is a Chartered Financial Planner with specialist qualifications in taxation, trusts, pensions and retirement options. With a modest, self-effacing …
Specialising in investment, inheritance tax and retirement planning, Tony helps clients maximise their income and investment returns, and minimise all …
Phil oversees the recommendation documents that we produce for clients and is responsible for monitoring all of our activities to …
Branimir’s particular expertise lies in pension and retirement planning, investments, inheritance tax and long term care planning, trustee investments and …
As Senior Financial Adviser, Richard has specific expertise in investments, inheritance tax advice, pension and retirement planning as well as …
Justin is part of our Financial Planning team. He is responsible for the production of client reports and providing technical …
Austen, who joined us in 2007, is our Investment Director. He manages our Investment team and is responsible for the …
As Head of Business Development, Victoria is responsible for advising new and existing clients on all aspects of investment management …
Justine is responsible for our accounts department. Justine began her career within private practice accountancy firms encompassing statutory accounts, taxation, …
Sarah is responsible for the production of client reports and she provides technical support to our financial advisers. She is …
Samantha is part of the administration team, with her role including managing processes for new clients and providing on-going support …
Joe oversees all aspects of the Financial Planning Team, who are responsible for the production of client reports and technical …
Richard is responsible for the production of client reports as well as providing technical support to our financial advisers. He …
Larysa joined us in October 2019 as a senior financial planner, having worked in the Financial Services Industry since 2010. …
James joined us in November 2020 as a senior member of our financial planning team and will be responsible for …
Charlyn is part of our Financial Planning team, where she is responsible for the production of clients’ investment reports. Charlyn …
After graduating from the University of Winchester, Emma joined us as part of the administration team. She has since moved …
Mark is responsible for the production of fund reviews and performance comparisons and sits on the investment committee. He also …
George has a BSc in Economics, Finance and Banking from the University of Portsmouth and has worked in engineering and …
Amy is integral to our administration team, managing all technical aspects within the company as well as reviewing and developing …
Emma is part of our administration team, with her role including managing processes for new clients and providing on-going support …
Rachel is part of our administration team, with her role including managing processes for new clients and providing on-going support …
Abbie manages processes for new clients and provides on-going support to our existing clients. She joined us in February 2021 …
Shona began her career in the financial services sector 13 years ago at Building and Civil Engineering Ltd, after having …
Elina is part of our administration team, with her role including managing processes for new clients and providing on-going support …
Niquita joined us in June 2021 having recently graduated from the University of Brighton (BSc Finance and Investment). As a …
Linda joined us in July 2021, having previously worked in various customer focused roles within the Public Sector, Fitness Industry …
April has joined us from a customer services background. Her main role will be booking in annual client reviews. Client …
Clare joins our administration team as financial planning administrator, helping to ensure the efficient processing of business, effective management of …
Emily has joined us as our Marketing and Communications Executive, managing our marketing operations and liaising with both the in-house …
As senior financial planner, Chloe supports our advisers with research and prepares the detailed client recommendation reports. She also manages …
Having joined Murdoch Asset Management in June, 2021 as Administration Manager, Toni’s role is to manage and oversee the day …
Harriet is Operations Manager, working alongside the team to ensure the smooth running of all business operations as well as …
Adam Davies joins us as a trainee financial planner where he is responsible for preparing clients’ annual review reports, recommendation …
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.
