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

Gareth Bertram

Director
Mike Holt

Mike Holt

Operations Director

SSAS & Investment Consultants

Laura McCarthy

Laura McCarthy

Senior Corporate Tax & Investment Consultant
Akash Bajaj

Akash Bajaj

Senior Corporate Tax & Investment Consultant
Jordan Sharpe

Jordan Sharpe

Senior Corporate Tax & Investment Consultant
David Gittings

David Gittings

Senior Corporate Tax & Investment Consultant
Spencer Dunn

Spencer Dunn

Corporate Tax & Investment Consultant
Sarang Kalelkar

Sarang Kalelkar

Corporate Tax & Investment Consultant
James Kinnear

James Kinnear

Corporate Tax & Investment Consultant

Business Support

Susie Rathbone

Susie Rathbone

Financial Controller & Head of Legal Services
Morwenna Carter

Morwenna Carter

Finance Officer
Victor De Brum

Victor De Brum

Accountant
Isi Meade

Isi Meade

Senior Business Support Officer
Conrad Rathbone

Conrad Rathbone

Facilities, HR, and Office Manager
Harley Fennell

Harley Fennell

Senior Business Support Officer
Georgia Spicer

Georgia Spicer

Business Support Officer
Courtney Lewis

Courtney Lewis

Business Support Officer
Malika Masood

Malika Masood

Business Support Officer
Faisal Khan

Faisal Khan

Assistant Accountant
Delroy Brown

Delroy Brown

Junior Software Developer

Marketing

Della Paviour

Della Paviour

Marketing Operations Manager
Natalie Bertram

Natalie Bertram

Senior Content Marketing Executive
Jithin Varghese

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.