Meet our team

Tristan Sargeaunt, Dip CII Managing Director
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Julian Brincat, BA (Hons) Director, IFA
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Andrea Nicoli, ACMA CGMA Chief Operating Officer
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Eloise Morgan Business Development Director
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Jonathan Dopson BA Director, Professions
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Bethany Thomas, MA Hons (Cantab) Dip CII Account Director, Financial Institutions Team Leader
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Tom Spraggs, DIP CII Account Director, Financial Institutions Team Leader
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Jason Edwards Non-Executive Director
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Richard Austwick BA Dip CII Senior Account Manager
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Fergus Bracher, Cert CII Account Manager
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William Bonard BA (Hons) Cert CII Account Executive
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Janette Collier ACII Senior Account Manager Find out more
Charlie Cooper, Bsc (Hons) Cert CII Account Manager
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Alison Dick Account Director, IFA
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Ben Dickson BSc (Hons) Assistant Account Manager
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William Everington Assistant Account Manager
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Richard Hunt, BA Business Development Manager
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Tom McIntyre BA Account Manager
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Nathan Mellors, Cert CII Assistant Account Manager
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Amy Monk, Cert CII(FS) Account Manager
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Tom Oliver BSc Assistant Account Manager
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Peter O’Neill, DipPFS Account Director
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William Parsons BSc Assistant Account Manager
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Stuart Slater, DipPFS Account Director
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Jack Scott-Bowden BA Account Manager
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Hugo Thorp Senior Account Manager Find out more
Tom Woolcott BSc (Hons) Assistant Account Manager
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