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.

Max Munsey

Associate Director, Wealth Manager

Meirion Davies

Associate Director, Portfolio Manager

Melanie Williams

Associate Director, Office Manager

Menna Cule

Senior Director, Client Advice

Michael Ast

Director, Intermediaries Investment Manager

Michael Butler

Senior Director, Head of Romeo Cohort – London

Michael Murphy

Director, Wealth Manager

Michael Simon

Director, Wealth Manager

Michelle Holgate

Director, Wealth Manager