The management team is led by Colum Wilde, a practising wealth management adviser with over 30 years experience. Colum’s day-to-day role as an IFA ensures that we always approach our proposition from the perspective of the IFA and their clients. Supporting Colum in the management team is a professional group of individuals who are all highly successful in their own field and bring many years of experience to this exciting business.

Colum Wilde CFPCM Chartered MCSI
Founder and Chief Executive
George Cliff MBA
Pre-Sales Technical Manager
Heather Anstey
Business Relationship Manager
Dr. Henry Shirman
Joanne Graham
Marketing Manager
Nicola Cornish
Managing Director
Patrick Boughton
Sales & Marketing Director
Simon Quiligotti
Non Exec Director

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