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 »

Investment and Funds Management Team

Gary Reynolds

Chief Investment Officer Full profile »

Caroline Shaw

Head of Fund & Asset Management Full profile »

Jacob Reynolds

Quantitative Analyst & Data Scientist Full profile »

Private Client Team

Corporate Client Team

Jonathon Howard

Head of Corporate Clients Full profile »

Tuhin Ahmed

Chartered Financial Planner Full profile »

Courtiers Appointed Representatives

Brand, Marketing & Events Team

Chloe Bye

Events & Marketing Manager Full profile »

Rebecca Sidery

Events & Marketing Assistant Full profile »

Technical Support Team

Daniel Bell

Paraplanning Manager Full profile »

Phil Greenwood

Paraplanning Manager Full profile »

Andrea Davis

Paraplanning Manager Full profile »

Mark Drake

Paraplanning Manager Full profile »

Sanjeev Kurl

Senior Paraplanner Full profile »

Steve Barrett

Trainee Paraplanner Full profile »

Chantel Smith

Trainee Paraplanner Full profile »

Latest News

14 November 2018

Brexit – 5 Months. 3 Scenarios. 1 Investment Approach

Last night, rumours circulated that Theresa May finally managed to negotiate the terms ...

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14 November 2018

Bright Futures: Children and pensions growing together

From the moment a child is born, a pension can be set up in their name. Contributions o...

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November 2018 - Market Update

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