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 CFP Chartered MCSI Chartered wealth manager
Founder & Chief Executive
Dr. Henry Shirman
Nicola Cornish
Managing Director
Heather Anstey
Head of Business Relations
Joanne Graham
Head of HR
Patrick Boughton
Sales & Marketing Director
George Cliff MBA
Head of Research
Simon Quiligotti
Non Exec Director
Steve De Rycke
IT Director
Natalie Saunders
Support Manager
Neil Harding
Lead Developer
Anthony Walters IMC DipPFS
Head of ESG
Garry Flanagan
Gary Roberts
Finance Director
Caitlin McLaughlan MAAT
Financial Accountant
Andy Farrand
Liam Roberts
Internal Accounts Manager
Stephen Thomas BSc LSE, MSc & Phd
Advisory Board Member
Daniel Attwill
IT Systems Engineer
Gemma Vernon
Business Relationship Manager
Andrew Clare BA Hons, MSc and PhD
Advisory Board Member

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