The team
The specialists behind your plan
Real people who take the time to understand your business and your family - and who stay with you long after the scheme is set up.
Founders
Gareth Bertram
Director
Mike Holt
Operations Director
SSAS & Investment Consultants
Laura McCarthy
Senior Corporate Tax & Investment Consultant
Akash Bajaj
Senior Corporate Tax & Investment Consultant
Jordan Sharpe
Senior Corporate Tax & Investment Consultant
David Gittings
Senior Corporate Tax & Investment Consultant
Spencer Dunn
Corporate Tax & Investment Consultant
Sarang Kalelkar
Corporate Tax & Investment Consultant
James Kinnear
Corporate Tax & Investment Consultant
Business Support
Susie Rathbone
Financial Controller & Head of Legal Services
Morwenna Carter
Finance Officer
Victor De Brum
Accountant
Isi Meade
Senior Business Support Officer
Conrad Rathbone
Facilities, HR, and Office Manager
Harley Fennell
Senior Business Support Officer
Georgia Spicer
Business Support Officer
Courtney Lewis
Business Support Officer
Malika Masood
Business Support Officer
Faisal Khan
Assistant Accountant
Delroy Brown
Junior Software Developer
Marketing
Della Paviour
Marketing Operations Manager
Natalie Bertram
Senior Content Marketing Executive
Jithin Varghese
Digital Marketing Analyst & Campaign Manager
Talk to a specialist
A free, no-obligation 15-minute call with the right person for your situation.