People & Places

Daniel Dickinson

Daniel Dickinson

Director and Founder

Marc Beattie

Marc Beattie

Chief Operating Officer

Alison Whatnall

Alison Whatnall

Chief Financial Officer

Gordon Robertson

Gordon Robertson

Non-Executive Director

Robert Barfield

Robert Barfield

Chartered Private Wealth Director

Bilal Mughal

Bilal Mughal

Private Wealth Director

Ross Whatnall

Ross Whatnall

Private Wealth Director

Brian Jackman

Brian Jackman

Private Wealth Director

Mark Boyes

Mark Boyes

Private Wealth Director

Lee Carey

Lee Carey

Private Wealth Director

Bob Symons

Bob Symons

Private Wealth Director

Graham Thornton

Graham Thornton

Private Wealth Director

Aaron Crotty

Aaron Crotty

Private Wealth Manager

Shabbar Mughal

Shabbar Mughal

Private Wealth Manager

Paul Sharman

Paul Sharman

Private Wealth Manager

John Denman

John Denman

Private Wealth Adviser

Neil Jackman

Neil Jackman

Private Wealth Adviser

Paul Callaghan

Paul Callaghan

Private Wealth Adviser

Paul Borg

Paul Borg

Private Wealth Adviser

Ferial Scott

Ferial Scott

Private Wealth Adviser

Adam Goodarzi

Adam Goodarzi

Senior Associate

Liz Hurst

Liz Hurst

Operations Manager

Lisa Melville

Lisa Melville

Compliance Analyst

Juvy Centenara

Juvy Centenara

Executive Assistant to the Board

Rebecca Tyzack

Rebecca Tyzack

Paraplanner & PA

Ester Bucio

Ester Bucio

Executive Assistant to Robert Barfield

Emma Potts

Emma Potts

Executive Assistant to Bilal Mughal

Daniel Burrill

Daniel Burrill

Client Services Manager & Head of Relationship Managers

James Garrad

James Garrad

Relationship Manager

Kris Miezis

Kris Miezis

Relationship Manager

Padraig Kirby

Padraig Kirby

Relationship Manager

Zeenath Yusuf

Zeenath Yusuf

PA to PWA

Jon Sim

Jon Sim

Senior Administrator

Tanya D’Souza

Tanya D’Souza

Administrator

Rowena Calaguas

Rowena Calaguas

Administrator

Carol Monis

Carol Monis

Accountant

Pratish Pothen

Pratish Pothen

Accountant

Sayed Ali Kumail

Sayed Ali Kumail

IT Manager

Japs

Japs

IT Support

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