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 »

Stuart Richards

Head of Compliance and Risk Full profile »

Neill Halliday

Head of Technical Support Full profile »

Investment and Funds Management Team

Gary Reynolds

Chief Investment Officer Full profile »

Caroline Shaw

Head of Fund & Asset Management Full profile »

Jacob Reyonlds

Quantitative Analyst & Data Scientist 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 »

Chloe Bye

Brand & Marketing Assistant Full profile »

Christina Pitwell

Front of House and Administrator Full profile »

Technical Support Team

Neill Halliday

Head of Technical Support Full profile »

Daniel Bell

Paraplanning Manager Full profile »

Phil Greenwood

Paraplanning Manager Full profile »

Andrea Davis

Paraplanning Manager Full profile »

Mark Drake

Senior Paraplanner Full profile »

Adrian Lovejoy

Trainee Paraplanner Full profile »

Sanjeev Kurl

Trainee Paraplanner Full profile »

Steve Barrett

Trainee Paraplanner Full profile »

Chantel Smith

Trainee Paraplanner Full profile »

Latest News

17 November 2017

Benefits for the Millennial Generation

In recent months we’ve had a university graduate toiling in the Corporate Team as part ...

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17 November 2017

The Curious Case of Next Week’s Budget Announcement

The Rt Hon Philip Hammond MP has a tough task ahead. Next Wednesday he’ll deliver a Bud...

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