Meet The Team

  • Ashley Alger

    Ashley Alger

    Chartered FCSI - Chairman & Chief Executive Officer

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  • Richard Whiteley

    Richard Whiteley

    Chartered FCSI - Executive Director

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  • Andrew Tod

    Andrew Tod

    Chartered MCSI, ACMA - Executive Director Finance and Operations

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  • Mark Puleikis

    Mark Puleikis

    Chartered FCSI - Chief Investment Officer

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  • Peter Heckingbottom

    Peter Heckingbottom

    FCIB, FPFS - Executive Director Wealth Management. Managing Director, Cardale Financial Planning Ltd.

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  • Peter Bainbridge

    Peter Bainbridge

    BA (Econ) IMC - Director, Cardale Financial Planning

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  • Neil Brayshaw

    Neil Brayshaw

    Chartered FCSI - Associate Director

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  • Jimmy Crewe

    Jimmy Crewe

    Chartered FCSI - Associate Director

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  • Jeremy Elder

    Jeremy Elder

    Chartered FCSI - Associate Director

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  • Giles Fairburn

    Giles Fairburn

    Chartered FCSI - Associate Director

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  • Alex Flower

    Alex Flower

    Chartered FCSI - Investment Manager

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  • Alex Gibson

    Alex Gibson

    ATT, CTA - Tax Manager

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  • Amy Gibson

    Amy Gibson

    Trainee Investment Advisor

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  • Andy Goldthorpe

    Andy Goldthorpe

    Dip PFS – Senior Financial Planner

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  • Martin Gunby

    Martin Gunby

    Dip PFS - Deputy Managing Director, Cardale Financial Planning

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  • Sue Halliday

    Sue Halliday

    FCA TEP Chartered FCSI - Associate Director

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  • Harry Henderson

    Harry Henderson

    MCSI - Investment Advisor

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  • Rachael Hornby

    Rachael Hornby

    MCSI - Compliance Officer

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  • Amanda Lyons

    Amanda Lyons

    Chartered FCSI - Associate Director

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  • Gary Marshall

    Gary Marshall

    Chartered FCSI - Senior Investment Manager

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  • Bryony Matthews

    Bryony Matthews

    ACA - Finance and Operations Manager

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  • Hamish McKenzie

    Hamish McKenzie

    ACSI - Investment Advisor

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  • Steven Moss-Blundell

    Steven Moss-Blundell

    FPFS - Chartered Financial Planner

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  • John Osbaldeston

    John Osbaldeston

    Senior Tax Manager

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  • Sue Papworth

    Sue Papworth

    Private Client & Trust Executive

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  • Richard Port

    Richard Port

    BA (Hons), MA (Law) - General Counsel and Company Secretary

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  • Elliot Read

    Elliot Read

    MCSI - Investment Advisor

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  • Sally Rollinson

    Sally Rollinson

    APFS - Chartered Financial Planner

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  • Emma Varley

    Emma Varley

    MCSI – Senior Investment Manager

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  • Matt Ward

    Matt Ward

    Matt Ward – Private Client Executive

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  • Ian Wood

    Ian Wood

    Chartered FCSI - Head of Research

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