Meet the Advisers

We are a boutique, independent Wealth Management firm based in the City of London.

All our advisers are highly qualified and committed to a programme of continual professional development. They have proven themselves while working with some of the most respected names in the industry – KPMG, Quilter, HBOS, Allied Dunbar, Zurich, Guardian Financial Services.  Individual experience ranges from 10 to 25 years in financial services developing valuable specialist knowledge. Our commitment to remaining a comparatively small boutique will ensure you have consistent access to these key specialists over the long term.


Dominic Rose

Chief Executive Officer

Sonal Shah

Financial Director

Morven Grierson

Compliance and Operations Director

Freddie Athill

Non-Executive Director


Barry Cunningham DipPFS

Client Director

Nigel Speirs

Amy Myall

Executive Assistant

Matt Holbrook DipPFS

Financial Adviser and Investment Manager

Trevor Hubner DipPFS

Financial Adviser and Investment Manager

Kevin Keeney

Chartered Financial Planner

Graham Brenton

Financial Adviser

Brian Anderson

Financial Adviser

Ryan Bussey

Client Service and Administration Manager

William Palfreyman

Client Relationship Assistant

Ivan Ivanov

Financial Adviser