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Specialist Wealth Managers, offering independent Investment Management & Expert Witness Solutions for vulnerable and disabled individuals in England & Wales.

Industries

Consulting

Headquarters

Lancastrian Business Centre, United Kingdom

Employees

11-50

Links

Org chart

RF
Richard Fraser
Chief Executive Officer
Collapse
EC
Elaine Cullen-Grant
Chief Financial Officer
Mark Holt
Managaing Director
Lucy Bullough
Director of Investment Solutions
Iain Cherry
Group Director of Business Development
Stephanie Webster
Director Of Marketing
PS
Paul Scrutton
Head Of Business Development
AM
Alice Mitchell
Director Of Executive Office
Ayesha Ayub
Group People And Culture Executive

Board & advisors

PR
Paul Richardson
Non-Executive Chairman
TL
Tim Linacre
Non-Executive Director

Teams

+5

Client Services Team

9 people · 0 jobs

EC
+2

Finance Team

6 people · 0 jobs

AM
SO
TA

Operations and HR

4 people · 0 jobs

PS

Business Development Team

3 people · 0 jobs

TM

Account Management

3 people · 0 jobs

SM

Marketing Team

3 people · 0 jobs

Offices

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