Meet The Team

Ashley Alger

Executive Chairman

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Richard Whiteley

Chartered FCSI - Chief Executive Officer

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Andrew Tod

Chartered MCSI, ACMA - Executive Director Finance and Operations

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Mark Puleikis

Chartered FCSI - Chief Investment Officer

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Peter Heckingbottom

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

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Neil Brayshaw

Chartered FCSI - Associate Director

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Jimmy Crewe

Chartered FCSI - Head of Investment Management

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Andrew Deegan

MCSI - Research Analyst

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Jeremy Elder

Chartered FCSI - Associate Director

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Giles Fairburn

Chartered FCSI - Associate Director

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Alex Flower

Chartered FCSI - Senior Investment Manager

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Martin Fountain

Dealer

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Alex Gibson

ATT, CTA - Tax Manager

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Amy Gibson

ACSI - Investment Adviser

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Andy Goldthorpe

Dip PFS – Senior Financial Planner

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Martin Gunby

Dip PFS - Deputy Managing Director, Cardale Financial Planning

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Sue Halliday

FCA TEP Chartered FCSI - Associate Director

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Harry Henderson

Chartered MCSI - Investment Manager

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Rachael Hornby

Chartered MCSI - Compliance Officer

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Jonathan Kay

Jonathan Kay Chartered FCSI, ACA – Associate Director

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Amanda Lyons

Chartered FCSI - Associate Director

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Jane MacAlister

Private Client Executive

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Gary Marshall

Chartered FCSI - Associate Director

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Bryony Matthews

ACA - Senior Finance and Operations Manager

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Richard MacAlister

Chartered FCSI - Associate Director

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Hamish McKenzie

Chartered MCSI - Senior Investment Manger

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Steven Moss-Blundell

FPFS - Chartered Financial Planner

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John Osbaldeston

Senior Tax Manager

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Sue Papworth

MCSI, ACIB - Investment Manager

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Elliot Read

Chartered MCSI - Investment Manger

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Sally Rollinson

FPFS - Chartered Financial Planner

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Lisa Sturges

MCSI – Investment Manager

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Emma Varley

Chartered FCSI – Associate Director

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Courtney Westcarr

MCSI - Research Analyst

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Ian Wood

Chartered FCSI - Head of Research

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