Our people


Our advisers have a range of experience and expertise. Highly qualified and sensitive to the needs of others, you can find out about our advisers and how to contact them here.

Hena Mosby

Director, Wealth Manager

Hugh Draycott

Director, Wealth Manager

Ian Cooper

Director, Wealth Manager

Ian Johnston

Director, Intermediaries Investment Manager

Imogen Congdon

Financial planner

Jack Whittaker

Wealth Manager

James Alder

Director, Wealth Manager

James Badham

Director, Wealth Manager

James Barber

Associate Director, Intermediaries Investment Manager