Our Senior Partners

Martin brings extensive experience in financial management, strategic planning, and regulatory oversight to his role as Head of Finance. Over the course of his career, he has held senior positions within several U.K.-based financial institutions, ranging from mid-sized advisory practices to larger investment and wealth-management firms. His background spans financial operations, budgeting, compliance governance, and the development of robust financial frameworks that support long-term business growth.

Throughout his career, Martin has been responsible for overseeing financial performance, optimising operational structures, and ensuring the organisation maintains strong financial stability. He has also contributed to the refinement of risk-management systems and internal controls, helping firms strengthen their financial resilience and meet evolving regulatory standards. His experience working closely with leadership teams, advisers, and external partners has shaped a well-rounded understanding of both client-facing and operational priorities within the wealth-management sector.

Martin holds a combination of finance-related academic and professional qualifications commonly expected at senior level within the industry. This typically includes:

• A degree in finance, accounting, economics, or a related discipline
• Professional accountancy or finance accreditation such as ACCA, ACA, CIMA, or equivalent
• Additional training in risk management, regulatory compliance, or operational governance
• Ongoing professional development through industry bodies relevant to wealth management and financial planning.

Simon is an experienced financial executive with a long-standing career in senior leadership roles across the U.K. financial services sector. Before joining the firm as Chief Financial Officer, he held various finance leadership and strategic oversight positions within investment firms, advisory groups, and regulated financial institutions. His career has focused on strengthening financial performance, implementing sustainable growth strategies, and ensuring robust financial governance.

Simon has led finance teams through periods of expansion, regulatory change, and operational transformation. His expertise spans corporate finance, financial planning and analysis, capital management, and the development of efficient reporting structures. He is known for building strong financial controls, enhancing operational transparency, and supporting executive decision-making with clear, forward-looking financial insight. His collaborative approach with board members, regulatory bodies, and external partners has established him as a trusted leader within the organisation.

Qualifications (Vague, Professional, and Appropriate)

Simon’s professional background is supported by respected academic and industry qualifications typically held by senior finance executives, including:
• A degree in finance, business, accounting, or a related discipline
• A recognised professional accounting qualification such as ACA, ACCA, or CIMA
• Additional executive-level training in corporate governance, risk management, or financial strategy
• Continued professional development through relevant industry associations and regulatory-focused programmes.