Morven has extensive experience in regulatory matters, having worked for a number of advice and investment management firms. She ensures that we operate to the highest standards and adhere to our consumer duty obligations.
Freddie sits on the Board as a Non-Executive representing our backers, Cabot Square Capital, who have provided the capital to support our growth strategy and our investment in technology to enhance client experience.
Nigel Speirs
Executive Chairman
Nigel has vast experience in the advice arena having run his own firm for many years before leading two large national firms. He is passionate about the development of the next generation of advisers and leads our adviser training programme.
Mark was the MD of Carrwood for over 15 years, which is a firm that merged with MKC Wealth in 2021. He now focuses on advising clients, having over 30 years’ experience in the Industry, and developing new and existing accountancy firm partnerships for the business.
Toni has worked in Financial Services since 1998 and has oversight of the Operations functions. Toni ensures our team are using best operational practice and providing excellent client service.
Chris has worked in financial services for 20 years and led successful teams of Financial Planners at a number of firms. He ensures that the highest levels of service and advice are delivered to all our clients and works with our partners to enhance our propositions.
Stuart’s entire career has been spent in the City of London. He was trained as an investment analyst, became an investment manager and for many years ran a £4bn unit trust and pension fund group. More recently he has worked with smaller investment management groups advising on strategy.
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