Capable and committed. Renowned and respected. We’re pleased to call this team ours:

Senior Management Team

Jamie Shepperd

Chief Executive Officer Full profile »

Graeme Clark

Head of Private Clients Full profile »

Jonathon Howard

Head of Corporate Clients Full profile »

Caroline Shaw

Head of Fund & Asset Management Full profile »

Maggi Tuck

Head of Compliance, COURTIERS Investment Services Limited Full profile »

Pavinder Rehal

Head of Company Accounts & Finance Full profile »

Selina Gayle

Head of Compliance, COURTIERS Asset Management Limited Full profile »

Investment and Funds Management Team

Gary Reynolds

Chief Investment Officer Full profile »

Caroline Shaw

Head of Fund & Asset Management Full profile »

Private Client Team

Graeme Clark

Head of Private Clients Full profile »

Ermir Pashaj

Chartered Financial Planner and Fellow of PFS Full profile »

Sagar Dholiwar

Chartered Financial Planner Full profile »

Corporate Client Team

Jonathon Howard

Head of Corporate Clients Full profile »

Tuhin Ahmed

Chartered Financial Planner Full profile »

COURTIERS Appointed Representatives

Business Communications Team

Lyndy Gross

Events & Facilities Manager Full profile »

Leo Hallam

Brand & Marketing Manager Full profile »

Technical Support Team

Neill Halliday

Technical Support Manager Full profile »

Daniel Bell

Paraplanning Manager Full profile »

Phil Greenwood

Paraplanning Manager Full profile »

Mark Drake

Senior Paraplanner Full profile »

Andrea Davis

Senior Paraplanner Full profile »

Latest News

20 April 2017

Snap. Up. Down. What to Make of it All

How does the sudden snap general election announcement affect our approach to managing ...

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06 April 2017

The Last UK Tax Year is History (as is the Next)

As the annual tax scramble reached its climax yesterday and with all affairs put to bed...

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Latest Video Commentary

Snap. Up. Down. What to Make of it All

A view from the Investment Team.
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