The management team is led by Colum Wilde CFPCM Chartered MCSI, 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

Founder and Chief Executive

George Cliff

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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