Who we are
This is us! Each with our own background, experience, qualifications and quirks, but all sharing a commitment not just to our clients but also to each other and the world around us. We look forward to meeting you soon.
UK & Hong Kong
UK
Tessa
Codron

Financial Adviser
Warren
Maxwell-Pear

Financial Adviser
Chris
Slater-Jones

Financial Adviser
Shirley
Choy

Finance Manager
Sadie
Halliday

Operations & Strategy Manager
Monica
Acero

Practice Manager
Daniel
McElearney

Paraplanner
Gopal
Karia

Practice Administrator
Hong Kong
Jason
O’Leary

Managing Partner
Annabel
McCormick-Houston

Chartered Wealth Manager
Kishan
Karia

Senior Wealth Manager
Jonathan
Winter

Financial Adviser
Jasmine
Jalif

Financial Adviser
Frederick
Scholtz

Senior Wealth Manager
Reuben
Cramer

Financial Adviser
Jemma
Daley

Financial Adviser
Nicholas
Jeffreys

Partner
Stina
Lill-Roberts

Marketing Manager
Mary
Viado

Practice Manager
Jill
Li

Partner Support Manager
Jasmine
Tang

Partner Support Executive
Bilyana
Mikov

Client Relationship Executive