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Martin Andrew Nancy Curtin Andy Cumming Richard Curry Becton Davis Seema Vadera Iain Wallace Edward Colyer Isabel Albarran Robert Alster Neil Anderson Katie Archer Andy Ashurst Ian Barton Sam Barton Harry Bell Martin Benedicto Alex Bessent Justina Best Dean Blake Anthony Bloor Chris Boon Paul Borrows Tony Boyd Richard Brand Mark Bray Kevin Broadbent Matthew Brooke Russell Brooks Ross Brown Christopher Budden Keith Burns Stephen Burton Andrew Buss Dominic Carver Paul Chester Ian Christie Francis Clarke Paul Clements Robin Clements Shirley Coe John Coggins Edward Colman Tom Comins Sarah Corney Peter Cowden Seton Craven Stewart Crockett James Davies Neil Davis Lucian de Boinville Nikesh Desai Tim Dickens Martin Donnelly James Dubignon Simon Duncan Danny Else Paul Evans Stephen Fairclough Josephine Fay Felix Fitch Steven Ford Paul Forde Lynne Foulds Niall Gallagher Ian Glassock Dan Gollance Ian Goodhand Lorraine Grace Sam Grant-Dalton Amanda Green Ed Green Adam Griffin Patrick Haines Anthony Hall Richard Hallum Leanne Hallworth David Hamilton Emma Hammond Kevin Harms Glenn Harrington Stephen Hayde Craig Heath Paul Henry Colin Herreaman Tom Hewitt Charles Hobday Dave Hoggett Richard Hollowood Georgina Howard Riitta Hujanen Ivan Hutchings Gavin Imrie Chris Jackson Sarah Johannesen Paul Johncock Mark Johnson Neil Jones Phil Jones Carla Keenan Daniel Keeping Peter Kelsey Clare Kerr David Kilby Clive Kingsbury Alistair Knight Andrew Knight Sebastian Ladimeji Mark Langhorn Chris Law Amy Lazenby Guy Leadbeater Steve Leonard Mark Lewis Barry Lloyd Debbie Long Giles Maine Jeanette Makings James Mallinson Rob Manning Giles Marshall John Marshall Alex May Doug McCance Stuart McGinnis Ian McKay Andrew Mearing Chris Megahey David Melloy Andrew Metcalf Neill Millard Sebastian Moore Valeria Moore David Munro Ian Murphy Chris Napier Jonathan Neale David Newman Fraser Norton Tom O'Brien Eileen O'Rourke Kelly Pardoe Nick Parker Noel Patterson Adrian Phillips Ian Richards Edward Riordan Paul Roe Carol Ross Colin Rowe Mark Rowe-Ham Andrew Ryan Darren Saddler Tom Santa-Olalla Bruce Saunderson Sean Scahill David Scott Nick Sheppard Roohi Siddiqui Peter Silver Adrian Smith Fiona Smith Mark Sofflet Matthew Stanesby Chris Steggles Jon Stevens Daniel Swift Andrew Thompson Archie Thompson Brian Tingley Darren Traynor Nasiba Vaiya Miroslav Vankov Alejandro Velez Ashley Waddington Andrew Walters Andrew Ward-Penny Richard Watkins Tony Whincup Sarah Whitehouse Stephen Wightman Mark Wilcox Simon Williams Stuart Williams Alan Wilson Stephen Wood Weixu Yan Roberta Zeno Zoe Cossins Daniel Constable Steve Hewitt Matthew Heappey

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Martin Andrew

Martin Andrew

Chief Executive Officer

Martin Andrew

Martin Andrew

Chief Executive Officer

  • London
  • martin.andrew@closebrothers.com

Martin joined Close Brothers in 2005 and has been CEO of the Asset Management division since 2008. Previously he was with Merrill Lynch Investment Managers (MLIM) where he worked in a range of roles in the US and the UK, including strategy, distribution and marketing culminating in leading MLIM’s European private client business. Before MLIM Martin worked for McKinsey & Co in London. He has a First Class degree in Economics from Leicester University and an MBA from Harvard Business School.

Nancy Curtin

Nancy Curtin

Chief Investment Officer

Nancy Curtin

Nancy Curtin

Chief Investment Officer

  • London
  • nancy.curtin@closebrothers.com

Appointed in 2010, Nancy oversees a successful, award winning team of 55 investment professionals with a highly disciplined investment process.

Nancy has over 20 years’ experience including Managing Partner, Fortune, where she ran an alternatives investment business, Schroders where she was Head of Global Investments for its $20bn Global Mutual Fund businesses and Barings where she was Head of Emerging Markets and served in a range of global asset allocation roles.

Nancy holds a bachelor’s degree in political science, summa cum laude, from Princeton University and an MBA from Harvard Business School.

Andy Cumming

Andy Cumming

Head of Advice

Andy Cumming

Andy Cumming

Head of Advice

  • Edinburgh
  • andy.cumming@closebrothers.com

Andy has held the position of Head of Advice since July 2014.

Andy joined Close Brothers Asset Management in 2011 when Scott Moncrieff were acquired by Close Brothers and he initially held the position of Head of Advice in Scotland. Andy was Managing Director of Scott Moncrieff for 12 years prior to its acquisition and he has over 30 years’ experience within the financial service industry, incorporating Financial Planning, Investment Advice and Business Development.

Richard Curry

Richard Curry

Chief Operations Officer

Richard Curry

Richard Curry

Chief Operations Officer

  • London
  • richard.curry@closebrothers.com

Richard is a graduate of Liverpool University. He started his city career as a programmer at Scrimgeour Vickers Asset Management where he eventually rose to Head of IT. Richard subsequently carried out the roles of Head of Administration & IT (Hambros Fund Management) and Chief Operating Officer (Singer & Friedlander Investment Management).

Richard worked for Close Brothers as a consultant in 2006 and then joined at the end of that year as Head of Operations for the then, Close Private Asset Management; becoming Chief Operating Officer for the Close Wealth Management Group in 2007.

Richard was CEO of Close Wealth Management Limited in 2008 and 2009 while that company was integrated into CAM Ltd before returning to an Operations and IT role as COO of the Asset Management Division.

Becton Davis

Becton Davis

Chief Financial Officer

Becton Davis

Becton Davis

Chief Financial Officer

  • London
  • becton.davis@closebrothers.com

Becton Davis has been the CFO of Close Brothers Asset Management since February 2012. Becton has been with Close Brothers Group since March 2009, originally joining as a Senior Business Analyst in Group Finance, before becoming CBAM’s Head of Financial Planning & Analysis.

Before joining Close, Becton spent six years at Neuberger Berman and Lehman Brothers Asset Management (which acquired Neuberger in 2003) in a variety of finance roles in New York and London, including Financial Controller for Lehman Brothers Asset Management Europe. Prior to this, Becton was with Wachovia Bank for five years.

Becton has degrees in Political Science and Geography from the University of North Carolina at Chapel Hill and an MBA from the University of New Mexico.

Seema Vadera

Seema Vadera

Head of HR

Seema Vadera

Seema Vadera

Head of HR

  • London
  • seema.vadera@closebrothers.com

Seema Vadera joined CBAM in August 2014 as Head of HR. Seema has over 20 years of HR experience, mainly within Asset Management.

Before joining Close, she spent 12 years with M&G Investments where she became HR Director of the Retail business in 2007. During her time there she also undertook the role of Head of Organisational Development for the whole of M&G Group.

Seema holds a postgraduate degree in HR from London Metropolitan University and did her undergraduate at Cardiff Business School.

Iain Wallace

Iain Wallace

Head of Compliance

Iain Wallace

Iain Wallace

Head of Compliance

  • London
  • iain.wallace@closebrothers.com

Iain joined Close Brothers Asset Management in November 2016 as Head of Compliance, taking responsibility for Compliance, Risk, Fund Governance and Legal within the division.

Iain previously worked at Heartwood Wealth Management, part of the Handelsbanken Group, as their Head of Risk and Compliance for over 3 years. Iain joined Heartwood from the financial services group, Share plc, where he spent almost 14 years as their Group Compliance and Legal Services Director. Whilst initially a wealth manager himself, Iain spent a number of years supervising wealth management and stockbroking businesses while at the Securities and Futures Authority and the Financial Services Authority, and worked in compliance within HSBC Investment Bank.

Iain holds a bachelor’s honours degree in Law and a master’s degree in Financial Services Law with distinction. He is also a Chartered Fellow of the Chartered Institute for Securities & Investment, a Fellow of the Institute of Directors and holds a Professional Banker Certificate with the Chartered Banker Institute.

Edward Colyer

Edward Colyer

Head of Business Development

Edward Colyer

Edward Colyer

Head of Business Development

  • London
  • edward.colyer@closebrothers.com

Edward joined Close Brothers Asset Management in 2015 having spent over 25 years in financial services, in marketing, product, propositional and business development roles.  Before joining Close Brothers Asset Management, Edward held senior roles at Towry and Coutts.

Edward has a degree in Retail Marketing, holds a Diploma in Marketing, is a qualified financial adviser and completed the RBS Harvard MBA Programme.

Isabel Albarran

Isabel Albarran

Analyst, Macro Research

Isabel Albarran

Isabel Albarran

Analyst, Macro Research

  • London
  • isabel.albarran@closebrothers.com
  • +44 (0) 207 426 4083
Isabel is a Macro Research Analyst with 6 years of experience in financial services. She covers global economic data and multi-asset strategy and contributes to the CBAM Tactical Asset Allocation Process.

Isabel joined Close Brothers Asset Management in June 2016. She holds the Investment Management Certificate and has completed all three levels of the CFA programme. Prior to joining the Fidelity International graduate scheme and gaining experience on the sell-side, she read Classics at Cambridge University, graduating in 2010.
Robert Alster

Robert Alster

Head of Research

Robert Alster

Robert Alster

Head of Research

  • London
  • robert.alster@closebrothers.com
  • +44 (0) 207 426 4157 
Appointed in 2014, Robert heads up a research team of 9 analysts at CBAM covering equity, fixed income and macro research.

Robert has 25 years of investment experience having worked as an analyst, portfolio manager, and research head at AllianceBernstein, UBS Asset Management, American Express and Fleming Investment Management.  Prior to working in the financial services industry, Robert worked in the coal mining industry as an Energy Analyst.

He holds an MA in Philosophy from Edinburgh University and an MBA from the Cranfield School of Management.
Neil Anderson

Neil Anderson

Portfolio Manager

Neil Anderson

Neil Anderson

Portfolio Manager

  • Manchester
  • neil.anderson@closebrothers.com
  • +44 (0) 161 238 9860
Neil Anderson is a Portfolio Manager at Close Brothers Asset Management based in the Manchester office. Neil joined Close Brothers in April 2017 from Barclays Wealth and previously worked for Brewin Dolphin.
 
Neil studied Accounting & Finance at Leeds University and has completed the Masters in Wealth Management qualification through the CISI, holding Chartered Fellow status. 
 
Neil is experienced in managing portfolios for private clients, trusts and charities.
Katie Archer

Katie Archer

Financial Planner

Katie Archer

Katie Archer

Financial Planner

  • Edinburgh
  • katie.archer@closebrothers.com
  • +44 (0) 131 221 0687
Over 5 years’ experience providing comprehensive financial planning advice.

Katie's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Andy Ashurst

Andy Ashurst

Financial Planner

Andy Ashurst

Andy Ashurst

Financial Planner

  • Northwich
  • andy.ashurst@closebrothers.com
  • +44 (0) 771 065 0940
Over 25 years’ experience providing comprehensive financial planning advice.

Andy's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Ian Barton

Ian Barton

Financial Planner

Ian Barton

Ian Barton

Financial Planner

  • Bristol
  • ian.barton@closebrothers.com
  • +44 (0) 117 917 0717
Over 28 years’ experience providing comprehensive personal financial planning advice. Ian's clients range from business owners and company directors, to partners of professional firms, trustees and retirees, helping them to reach their financial planning objectives.
Sam Barton

Sam Barton

Investment Director

Sam Barton

Sam Barton

Investment Director

  • London
  • sam.barton@closebrothers.com
  • +44 (0) 207 426 6261
Sam joined Close Brothers Asset Management in 2008 having began his career at Unicorn Asset Management. He has 13 years’ experience in managing UK Smaller Companies funds and portfolios. 

Sam holds an Investment Management Certificate and the CISI Diploma. He is also a fellow of the Chartered Institute for Securities and Investments.
Harry Bell

Harry Bell

Investment Specialist

Harry Bell

Harry Bell

Investment Specialist

  • London
  • harry.bell@closebrothers.com
  • +44 (0) 207 426 4360 
Harry joined Close Brothers Asset Management in September 2016 as a Director in the Investment Specialist team providing investment expertise across all our investment propositions.

Harry began his investment career in institutional fund management as an analyst with First State Investments, working primarily with the global equity team. He then moved in to private wealth management as an Investment Manager with Killik & Co, Rowan Dartington and Tilney.

He is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and has a degree in Geography from the University of Leeds.
Martin Benedicto

Martin Benedicto

Financial Planner

Martin Benedicto

Martin Benedicto

Financial Planner

  • Gatwick
  • martin.benedicto@closebrothers.com
  • +44 (0) 129 360 2812
Over 12 years’ experience providing comprehensive financial planning advice.

Martin's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Alex Bessent

Alex Bessent

Financial Planner

Alex Bessent

Alex Bessent

Financial Planner

  • London
  • alex.bessent@closebrothers.com
  • +44 (0) 207 426 4759
With over 18 years' experience in the financial services industry, Alex is both a successful and diligent financial planner. Joining Close Brothers following the acquisition of EOS Wealth Management in 2016, Alex now forms part of our London high net worth team.

Specialising in wealth management for individuals, Alex acts for a varied range of clients, offering comprehensive and personal wealth management services through the use of goal based financial planning.
Justina Best

Justina Best

Business Development Director

Justina Best

Justina Best

Business Development Director

  • Manchester
  • justina.best@closebrothers.com
  • +44 (0) 781 827 6582
Justina joined Close Brothers Asset Management as a Business Development Director in August 2016 having previously worked for Close Brothers Treasury building a successful client base in the North West of England.

She has 20 years’ experience in working with clients across a wide range of financial services propositions including; leasing, treasury and wealth management and has a strong focus on professional connections.

Justina is currently studying for the Investment Management Certificate.
Dean Blake

Dean Blake

Financial Planner

Dean Blake

Dean Blake

Financial Planner

  • Bristol
  • dean.blake@closebrothers.com
  • +44 (0) 117 917 0723
Dean has provided financial advice to clients since 1992, with a primary focus of helping them achieve or maintain their desired lifestyle and financial goals. This can involve the provision of comprehensive and holistic plans, or can be tailored to suit more specific needs and requirements.

Dean's clients range from young professionals and entrepreneurs to those who have retired. 
Anthony Bloor

Anthony Bloor

Financial Planner

Anthony Bloor

Anthony Bloor

Financial Planner

  • Northwich
  • anthony.bloor@closebrothers.com
  • +44 (0) 160 681 0155
Over 30 years’ experience providing financial planning advice. As a financial planner within our Telephone Advice Service, Anthony has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Chris Boon

Chris Boon

Managing Director

Chris Boon

Chris Boon

Managing Director

  • London
  • chris.boon@closebrothers.com
  • +44 (0) 207 426 6226 
Chris Boon is a Managing Director at Close Brothers Asset Management and has been with the Group since 1999. As Chief Executive of the Bespoke High Net Worth business from 2000-2007 he established Close Brothers’ presence in this sector. He was formerly a director and Chief Investment Officer of Rea Brothers (Investment Management) Ltd and chairman of several special purpose property companies.
 
Chris has been looking after corporate and private investors, their trusts, charities and pension funds since 1987 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has been a member of the Citywire Wealth Manager Top 100 and is listed as a Spears’ Distinguished Individual High Net Worth wealth manager. In 2014 & 2016 he was a finalist in the Spears’ Awards High Net Worth Manager of the Year.
Paul Borrows

Paul Borrows

Financial Planner

Paul Borrows

Paul Borrows

Financial Planner

  • Northwich
  • paul.borrows@closebrothers.com
  • +44 (0) 771 213 4755
Over 22 years’ experience providing comprehensive financial planning advice.

Paul's clients range from mid career age to post retirement age, helping them to reach their financial planning objectives.
Tony Boyd

Tony Boyd

Financial Planner

Tony Boyd

Tony Boyd

Financial Planner

  • Northwich
  • tony.boyd@closebrothers.com
  • +44 (0) 160 681 0153
Over 9 years’ experience providing financial planning advice. Being a telephone-based adviser has given Tony the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.
Richard Brand

Richard Brand

Financial Planner

Richard Brand

Richard Brand

Financial Planner

  • London
  • richard.brand@closebrothers.com
  • +44 (0) 207 874 1194
Richard has over 10 years' experience in the financial services industry and is a holistic financial adviser, with a particular focus upon investment and retirement planning. Richard also has considerable experience working with small and medium enterprises.

Richard graduated from Reading University in 2001 with an Honours degree in Geography and holds the CII Diploma in Financial Planning, progressing towards Chartered Financial Planner.
Mark Bray

Mark Bray

Managing Director

Mark Bray

Mark Bray

Managing Director

  • London
  • mark.bray@closebrothers.com
  • +44 (0) 207 426 4738 
As Managing Director for Close Brothers Asset Management, Mark is responsible for managing a range of multi asset, multi currency portfolios for institutional, charity and private clients both onshore and offshore.

Previously, he was a Divisional Director of Gerrard where he managed institutional and charity accounts.

Mark was a Director of Global Asset Management and also managed global institutional funds at Credit Suisse First Boston and BNP Paribas. He began his career as a Research Analyst at Carnegie Fondkommission, Sweden.

Mark is a graduate of Oriel College, Oxford. 
Kevin Broadbent

Kevin Broadbent

Practice Director - London

Kevin Broadbent

Kevin Broadbent

Practice Director - London

  • London
  • kevin.broadbent@closebrothers.com
  • +44 (0) 207 426 4349
Nearly 30 years’ experience in financial services, including senior management roles. Regular seminar speaker on pre-retirement and inheritance tax mitigation. Extensive experience with high earners. Working with accountants and solicitors to provide financial solutions for their clients.
Matthew Brooke

Matthew Brooke

Financial Planner

Matthew Brooke

Matthew Brooke

Financial Planner

  • Northwich
  • matthew.brooke@closebrothers.com
  • +44 (0) 160 681 0178
Over 15 years' experience within financial services. Matthew assists clients from young professionals to retirees in reaching their financial planning objectives.
Russell Brooks

Russell Brooks

Chartered Financial Planner

Russell Brooks

Russell Brooks

Chartered Financial Planner

  • London
  • russell.brooks@closebrothers.com
  • +44 (0) 207 874 1190
Russell is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

He graduated from Leeds University with a degree in Business Management and has over 15 years’ experience working in the financial services industry. Russell has a wide breadth of experience providing financial planning solutions to assist his clients to achieve their goals and objectives.

He works with a diverse client base encompassing both private investment and corporate financial planning. He specialises in personal investment and retirement planning understanding and anticipating changing requirements through life.
Ross Brown

Ross Brown

Financial Planner

Ross Brown

Ross Brown

Financial Planner

  • Gatwick
  • ross.brown@closebrothers.com
  • +44 (0) 129 360 2741
Over 17 years’ experience providing comprehensive financial planning advice.

Ross' clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Christopher Budden

Christopher Budden

Financial Planner

Christopher Budden

Christopher Budden

Financial Planner

  • Northwich
  • christopher.budden@closebrothers.com
  • +44 (0) 771 500 0225
Over 15 years’ experience providing comprehensive financial planning advice. Chris' clients range from the age of 18 to 85, helping them to reach their financial planning objectives.
Keith Burns

Keith Burns

Financial Planner

Keith Burns

Keith Burns

Financial Planner

  • Edinburgh
  • keith.burns@closebrothers.com
  • +44 (0) 131 656 3014
Over 25 years’ experience providing comprehensive financial planning advice. Keith's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Stephen Burton

Stephen Burton

Financial Planner

Stephen Burton

Stephen Burton

Financial Planner

  • Northwich
  • stephen.burton@closebrothers.com
  • +44 (0) 160 681 0355
Over 24 years’ experience providing financial planning advice. Part of our Telephone Advice Service, Stephen has the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.
Andrew Buss

Andrew Buss

Managing Director

Andrew Buss

Andrew Buss

Managing Director

  • London
  • andrew.buss@closebrothers.com
  • +44 (0) 207 426 6252 
Andrew is a Managing Director at Close Brothers Asset Management. He has over 30 years investment experience and manages a diverse range of investment portfolios, including private clients, trusts, pension funds and SICAVs.

Prior to joining Close Brothers in 2008, Andrew spent 5 years with Singer and Friedlander Investment Management. Before that he spent 17 years with James Capel, which subsequently evolved into HSBC Investment Management. Whilst there he grew a broad client base and headed a team managing and developing business from the branch network. He began his career in the City in 1971 with Grieveson Grant and Co and began managing client portfolios in 1977.

Andrew is a Chartered fellow of the Chartered Securities Institute.
Dominic Carver

Dominic Carver

Equity Analyst

Dominic Carver

Dominic Carver

Equity Analyst

  • London
  • dominic.carver@closebrothers.com
  • +44 (0) 207 426 4174
Dominic joined Close Brothers as an Equity analyst in 2014, and is responsible for covering companies within the Financial and Healthcare sectors. Prior to this position, Dominic was an investment manager at Sanlam Private Investors and subsequently Julius Baer Asset Management, managing multi-asset class portfolios for ultra-high net worth individuals. 
 
Dominic holds a BA from the University of Cambridge, where he read Natural Sciences. 
Paul Chester

Paul Chester

Practice Director - Manchester

Paul Chester

Paul Chester

Practice Director - Manchester

  • London
  • paul.chester@closebrothers.com
  • +44 (0) 161 238 9493
Over 20 years’ experience providing comprehensive financial planning advice. Paul's clients range from young professionals to business owners, helping them to reach their financial planning objectives.
Ian Christie

Ian Christie

Business Development Director - North West

Ian Christie

Ian Christie

Business Development Director - North West

  • Manchester
  • ian.christie@closebrothers.com
  • +44 (0) 789 662 0611 
Ian Christie joined Close Brothers in January 2011 as Business Development Manager for the North, and is based in our Manchester office. Ian is responsible for promoting our Discretionary portfolio management services to IFAs.

Ian has extensive experience in financial services beginning his career in 1987 as an IFA. Before joining Close, he was the Client Services Director of an IFA specialising in affluent and HNW clients directly providing regulated investment advice. Prior to this, Ian was North West Investment Sales Manager for Premier Asset Management promoting their Discretionary Management Services, Structured products and Retail Funds.Ian also spent 11 years at Standard Life as an IFA account manager developing and maintaining key relationships and gaining extensive knowledge of the SIPP and Investment markets.
Francis Clarke

Francis Clarke

Managing Director

Francis Clarke

Francis Clarke

Managing Director

  • London
  • francis.clarke@closebrothers.com
  • +44 (0) 207 426 6201 
Francis Clarke is Managing Director at Close Brothers Asset Management. He has over 25 years of investment experience.

From 2000 to 2006, Francis worked at Singer and Friedlander Investment Management. Before this he worked at Fleming Private Asset Management for 11 years where he was appointed Director in 1994, assuming responsibility for the International Client desk from 1996. Previously he worked for Cazenove and Co., where he spent five years as an analyst in the US department. In 1985 he transferred into fund management, specialising in charities and private clients.

Francis is a graduate in History from Fitzwilliam College, Cambridge. He is a Fellow of the Securities Institute and holder of the Diploma.
Paul Clements

Paul Clements

Managing Director

Paul Clements

Paul Clements

Managing Director

  • Manchester
  • paul.clements@closebrothers.com
  • +44 (0) 161 238 9491 
Paul Clements heads the Manchester-based bespoke team, providing a full range of asset management services primarily in the North West and Yorkshire.

Paul began his career at Barclays Bank Trust Company Limited in 1982 before moving to Henry Cooke Lumsden in Manchester in 1987. He then held senior asset management posts in DJT Group an actuarial practise specialising in self-administered pensions and Rea Brothers prior to its acquisition by Close Brothers, and has headed up the North West office since 1999. 

Paul is a Chartered Fellow of the Securities Institute and a holder of its Diploma. He is also an Affiliate member of the Society of Trust & Estate Practitioners (STEP) and holds various Chartered Insurance Institute examinations with the emphasis on pensions. 
Robin Clements

Robin Clements

Financial Planner

Robin Clements

Robin Clements

Financial Planner

  • Glasgow
  • robin.clements@closebrothers.com
  • +44 (0) 141 343 3500
With over 30 years of experience in the financial industry, Robin is a chartered financial planner, a certified financial planner and a fellow of the Personal Finance Society. His expertise and personal approach helps clients to achieve their long term personal and financial goals in a simple and straightforward way.
Shirley Coe

Shirley Coe

Director, Business Development

Shirley Coe

Shirley Coe

Director, Business Development

  • London
  • shirley.coe@closebrothers.com
  • +44 (0) 207 426 4363 
Shirley joined Close Brothers Asset Management's Business Development Team in January 2016. 

Shirley has over 20 years of experience working with high net worth clients both in the UK and internationally, including in her previous role as Director and Private Banker at Coutts & Co. She joined the team to help deliver the growth strategy for the Asset Management business both in London and regionally. 

Shirley is a member of the Chartered Institute for Securities and Investments and holds the PCIAM (Private Client Investment Advice and Management) Diploma.
John Coggins

John Coggins

Financial Planner

John Coggins

John Coggins

Financial Planner

  • Bristol
  • john.coggins@closebrothers.com
  • +44 (0) 117 932 7581
With 11 years’ experience providing comprehensive financial planning advice, John is experienced in understanding his clients and helping them to fulfill their objectives.  
Edward Colman

Edward Colman

Investment Director

Edward Colman

Edward Colman

Investment Director

  • London
  • edward.colman@closebrothers.com
  • +44 (0) 207 426 4384 
Edward is a UK Multi Asset Class Portfolio Manager with over fifteen years of financial services experience. He looks after both onshore and offshore multi asset class portfolios for private clients, trusts and corporates.

He joined Close Brothers Asset Management in September 2013. Edward holds the Private Client Investment Advice & Management Certificate (Distinction) and the Investment Management Certificate. Prior to joining Merrill Lynch in 2002, he qualified as a Chartered Accountant. Edward graduated from the University of Durham in 1998 with a Biological Sciences BSc.
Tom Comins

Tom Comins

Managing Director

Tom Comins

Tom Comins

Managing Director

  • London
  • tom.comins@closebrothers.com
  • +44 (0) 207 426 6206 
Tom graduated from Edinburgh University in 1990 and started his career with Singer and Friedlander Investment Management where he worked for over fifteen years.

He was appointed Director in 2002 and managed a broad spread of UK private clients and trust portfolios, SIPPs and charities.

He joined Close Brothers Asset Management in July 2006 to do a very similar role. Tom is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Sarah Corney

Sarah Corney

Chartered Financial Planner

Sarah Corney

Sarah Corney

Chartered Financial Planner

  • Gatwick
  • sarah.corney@closebrothers.com
  • +44 (0) 129 360 2764
Over 14 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to retired individuals, helping them to reach their financial planning objectives.
Peter Cowden

Peter Cowden

Financial Planner

Peter Cowden

Peter Cowden

Financial Planner

  • Northwich
  • peter.cowden@closebrothers.com
  • +44 (0) 780 297 4074
Over 20 years’ experience providing comprehensive financial planning advice. Peter's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives.
Seton Craven

Seton Craven

Managing Director

Seton Craven

Seton Craven

Managing Director

  • London
  • seton.craven@closebrothers.com
  • +44 (0) 161 238 9497 
Seton began his career in the City at Sheppards & Chase in 1983. He subsequently joined Robert Fleming in 1990 and HSBC Investment Management in 2000. As a Senior Director at HSBC, Seton managed a Team of Fund Managers. Having joined Psigma Investment Management as a Senior Investment Director in 2006, Seton moved to Close Brothers Asset Management as a Managing Director in 2014. 

He manages a mixture of private clients and pension portfolios.
Stewart Crockett

Stewart Crockett

Regional Director - Scotland and North-East England

Stewart Crockett

Stewart Crockett

Regional Director - Scotland and North-East England

  • Northwich
  • stewart.crockett@closebrothers.com
  • +44 (0) 141 343 3530
An experienced Financial Planner providing comprehensive financial planning advice. Stewart's clients range from business owners to retirees, helping them to reach their financial planning objectives.
James Davies

James Davies

Investment Manager

James Davies

James Davies

Investment Manager

  • London
  • james.davies@closebrothers.com
  • +44 (0) 117 917 0678
James Davies is a portfolio manager and senior fund research specialist, working within the firm’s Multi-Manager and Manager Research teams. James began his investment career with Chartwell Group in 2003, where in addition to managing their discretionary offering from 2009 he was also the firms principal press spokesperson on investment matters. In 2010 Chartwell was wholly acquired by Close Brothers Plc. James holds a BScEcon in International Relations from Aberystwyth University.
Neil Davis

Neil Davis

Financial Planner

Neil Davis

Neil Davis

Financial Planner

  • Newcastle
  • neil.davis@closebrothers.com
  • +44 (0) 795 144 8868
An experienced Financial Planner providing comprehensive financial planning advice. Neil's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Lucian de Boinville

Lucian de Boinville

Analyst

Lucian de Boinville

Lucian de Boinville

Analyst

  • London
  • lucian.deboinville@closebrothers.com
  • +44 (0) 207 426 4368
Lucian joined Close Brothers Asset Management in 2014 after graduating from the University of Edinburgh with a degree in Neuroscience.

He attends company and analyst meetings, supporting the investment managers in the ongoing analysis of portfolio holdings and client documentation. Lucian is a candidate in the Chartered Financial Analyst (CFA) programme.
Nikesh Desai

Nikesh Desai

Financial Planner

Nikesh Desai

Nikesh Desai

Financial Planner

  • London
  • nikesh.desai@closebrothers.com
  • +44 (0) 207 426 4348
Over 10 years’ experience providing comprehensive financial planning advice. Nikesh's clients range from young professionals to high net-worth individuals and business owners helping them to reach their financial planning objectives.
Tim Dickens

Tim Dickens

Investment Specialist

Tim Dickens

Tim Dickens

Investment Specialist

  • London
  • tim.dickens@closebrothers.com
  • +44 (0) 207 426 4057 
Tim Dickens joined Close Brothers in September 2016 as an Investment Specialist, providing regulated investment advice across our investment propositions. Tim brings 10 years of private client investment management experience, having worked as a Discretionary Wealth Manager at HSBC Global Asset Management and Ashcourt Rowan.

Tim is a Chartered Wealth Manager, a member of the Chartered Institute for Securities & Investment and has a First Class degree in Business from UWE in Bristol.
Martin Donnelly

Martin Donnelly

Chartered Financial Planner

Martin Donnelly

Martin Donnelly

Chartered Financial Planner

  • Edinburgh
  • martin.donnelly@closebrothers.com
  • +44 (0) 759 063 1835
A Chartered Financial Planner and fellow of the personal finance society, providing comprehensive financial planning advice. Martin's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
James Dubignon

James Dubignon

Financial Planner

James Dubignon

James Dubignon

Financial Planner

  • Northwich
  • james.dubignon@closebrothers.com
  • +44 (0) 160 681 0100
Over 8 years’ experience providing comprehensive financial planning advice. James' clients range from graduates to retired persons, helping them to reach their financial planning objectives.
Simon Duncan

Simon Duncan

Financial Planner

Simon Duncan

Simon Duncan

Financial Planner

  • Bristol
  • simon.duncan@closebrothers.com
  • +44 (0) 117 917 0719
Over 20 years’ experience providing comprehensive financial planning advice. Simon's clients range from young professionals to retired business owners and farmers, helping them to reach their financial planning objectives.
Danny Else

Danny Else

Financial Planner

Danny Else

Danny Else

Financial Planner

  • Northwich
  • danny.else@closebrothers.com
  • +44 (0) 771 065 0919
Over 34 years’ experience providing comprehensive financial planning advice. Danny's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Paul Evans

Paul Evans

Investment Director

Paul Evans

Paul Evans

Investment Director

  • London
  • paul.evans@closebrothers.com
  • +44 (0) 207 426 6274 
Paul joined Close Brothers Asset Management  in June 2009 from Singer & Friedlander where he had worked for the previous 25 years, latterly heading Investment Management Operations at Singer & Friedlander, covering all aspects of Private Client Fund Administration in his career there. During his long career with Singer & Friedlander Paul worked closely with all members of the team.
Stephen Fairclough

Stephen Fairclough

Financial Planner

Stephen Fairclough

Stephen Fairclough

Financial Planner

  • London
  • stephen.fairclough@closebrothers.com
  • +44 (0) 207 426 4758
An experienced Financial Planner providing comprehensive financial planning advice. Stephen's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Josephine Fay

Josephine Fay

Business Development Director

Josephine Fay

Josephine Fay

Business Development Director

  • London
  • josephine.fay@closebrothers.com
  • +44 (0) 207 426 4374 
Josephine joined Close Brothers Asset Management as a Business Development Director in February 2016. 

Previously, she was a solicitor (matrimonial) at Farrer & Co LLP. She worked on a wide range of family matters, both contentious and non-contentious, often with an international element. These matters included financial remedy claims following a marital or relationship breakdown, private law children matters, pre and post-nuptial agreements and co-habitation disputes. 

Josephine read Latin and Classical Archaeology at the University of Edinburgh before qualifying as a solicitor. 

Josephine holds the Investment Management Certificate.
Felix Fitch

Felix Fitch

Managing Director

Felix Fitch

Felix Fitch

Managing Director

  • London
  • felix.fitch@closebrothers.com
  • +44 (0) 207 426 6205 
Felix started his career as a trainee Private Client Fund Manager at Henderson Crosthwaite, then Carr Sheppards Crosthwaite, after graduating in Arab Studies from Exeter University.

After seven years he moved to Barclays Private Bank, and then to Singer and Friedlander Investment Management in October 2002.

Felix joined Close Brothers in July 2006, and is a Fellow of the Charted Institute for Securities and Investment and holder of its Diploma.
Steven Ford

Steven Ford

Financial Planner

Steven Ford

Steven Ford

Financial Planner

  • Gatwick
  • steven.ford@closebrothers.com
  • +44 (0) 129 360 2769
Over 25 years’ experience providing financial planning advice. As a Financial Planner within our Telephone Advice Service, Steven has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Paul Forde

Paul Forde

Financial Planner

Paul Forde

Paul Forde

Financial Planner

  • London
  • paul.forde@closebrothers.com
  • +44 (0) 207 426 4712
Paul has more than 15 years' experience in the financial services industry and has been advising both private and corporate clients since 2005.

Paul is responsible for designing and implementing employee and executive benefit schemes for small and start up businesses to national and multi-national companies.  The solutions Paul delivers are built around enhancing our clients proposition to both its employees and executives and are personalised for each client to dovetail with their business plan and budget.

Paul holds a degree in Communications & Media Studies and the CII Diploma in Financial Planning.
Lynne Foulds

Lynne Foulds

Financial Planner

Lynne Foulds

Lynne Foulds

Financial Planner

  • Glasgow
  • lynne.foulds@closebrothers.com
  • +44 (0) 141 343 3500
Lynne has over 9 years’ experience providing comprehensive financial planning advice. Lynne's clients range from professional private clients to high net worth individuals, helping them to reach their financial planning objectives.
Niall Gallagher

Niall Gallagher

Investment Manager

Niall Gallagher

Niall Gallagher

Investment Manager

  • London
  • niall.gallagher@closebrothers.com
  • +44 (0) 207 426 6203 
Niall is an Investment Manager with Close Brothers Asset Management and joined in April 2011, after completing the Brewin Dolphin private client graduate programme.

Niall studied Economics and Management at Oxford University and is a CFA Charterholder. He is a manager of private client, trust, and charity portfolios.
Ian Glassock

Ian Glassock

Investment Director

Ian Glassock

Ian Glassock

Investment Director

  • London
  • ian.glassock@closebrothers.com
  • +44 (0) 207 426 4127
Ian joined Close Brothers Asset Management in 2003 initially heading up the operations team before moving to the front office as an Investment Manager. He has been managing private client portfolios for 7 years.

Ian is a member of the Chartered Institute for Securities & Investment (CISI) and is a holder of the CISI Diploma.
Dan Gollance

Dan Gollance

Investment Director

Dan Gollance

Dan Gollance

Investment Director

  • London
  • dan.gollance@closebrothers.com
  • +44 (0) 207 426 6210 
Dan Gollance graduated from the University of Birmingham in 1999 with a degree in Economics and Spanish.

He started his career as a small cap broker at EFML before moving to Williams de Broe where he managed private client portfolios and worked on the Assetmaster range of funds.

Dan joined Close Brothers Asset Management in 2005 and is currently responsible for a range of multi-asset mandates including the global equity Winchester Fund. He has passed various investment and financial planning exams and is a CFA charter holder. 
Ian Goodhand

Ian Goodhand

Investment Director

Ian Goodhand

Ian Goodhand

Investment Director

  • London
  • ian.goodhand@closebrothers.com
  • +44 (0) 207 426 4138
Ian joined Close Brothers Asset Managament in June 2007 as a Fixed Income Fund Manager. He is co-chair of the Fixed Income committee, and a key member of the Multi-Asset Class (MAC) committee, hedging committee, and product governance committee.

He has 21 years of investment experience, predominantly in fixed income securities, with institutions including Lloyds, Hill Samuel, Bloomberg and Old Mutual Asset Management.
Ian holds a degree from Brighton University.
Lorraine Grace

Lorraine Grace

Equity Analyst

Lorraine Grace

Lorraine Grace

Equity Analyst

  • London
  • lorraine.grace@closebrothers.com
  • +44 (0) 207 426 4336
Lorraine is an Equity Research Analyst with over three years of experience in her current role. She covers the consumer discretionary and mining sectors. 

Lorraine joined Close Brothers Asset Management in 2014 after graduating from the University of Southern California with degrees in Business, Entrepreneurship and Fine Arts. She is currently a Level III Candidate in the 2017 CFA Programme.
Sam Grant-Dalton

Sam Grant-Dalton

Investment Manager

Sam Grant-Dalton

Sam Grant-Dalton

Investment Manager

  • London
  • sam.grant-dalton@closebrothers.com
  • +44 (0) 207 426 4330
Sam is an Investment Manager and joined Close Brothers Asset Management in 2010. He is a core part of the committee deciding asset allocation, attends company and analyst meetings and has a particular interest in third party fund analysis. Sam is co-fund manager of the Close Brothers Managed fund range.

Sam joined Close Brothers with CIO Nancy Curtin from Fortune Asset ​Management. He studied at Imperial College, London and is a candidate in the Chartered Financial Analyst (CFA) programme.
Amanda Green

Amanda Green

Financial Planner

Amanda Green

Amanda Green

Financial Planner

  • Northwich
  • amanda.green@closebrothers.com
  • +44 (0) 790 866 2369
Over 20 years experience providing holistic financial planning advice. Amanda enjoys helping her clients to reach their financial planning goals.
Ed Green

Ed Green

Practice Director - Bristol

Ed Green

Ed Green

Practice Director - Bristol

  • Bristol
  • ed.green@closebrothers.com
  • +44 (0) 117 917 0720
Over 15 years’ experience providing comprehensive financial planning advice.
Ed's clients range from business owners to retirees, helping them to reach their financial planning objectives.
Adam Griffin

Adam Griffin

Managing Director

Adam Griffin

Adam Griffin

Managing Director

  • London
  • adam.griffin@closebrothers.com
  • +44 (0) 207 426 4006 
Adam has been with Close Brothers Asset Management for nearly ten years having been involved in the investment world for almost thirty years, managing money for institutions and private individuals across a broad spread of mandates.

He has also accumulated wide- ranging industry experience and previous firms for whom he has worked include Quilter, Capel Cure Myers (now Barclays Wealth ) as well as Invesco Private Portfolio Management and Fergusson Hall Stewart (now Investec) in South Africa.

He is a Fellow of the Chartered Institute of Securities and Investment.
Patrick Haines

Patrick Haines

Regional Director - West and South England

Patrick Haines

Patrick Haines

Regional Director - West and South England

  • London
  • patrick.haines@closebrothers.com
  • +44 (0) 129 360 2753
Patrick has been involved in financial planning for clients for over 25 years and now manages the Southern region of the UK, including London, for Close Brothers Asset Management. 

Patrick is a Fellow of the Personal Finance Society and is responsible for the strategic direction of the region with a particular focus on introducing new clients to our services. 
Anthony Hall

Anthony Hall

Business Development Director - South West

Anthony Hall

Anthony Hall

Business Development Director - South West

  • Bristol
  • anthony.hall@closebrothers.com
  • +44 (0) 781 448 7551 
Anthony has amassed a wealth of experience in financial services encompassing 30 years – prior to joining Close Brothers Asset Management he spent 12 years at Standard Life, latterly in a specialist investment role. He also worked for AXA Sun Life in a variety of IFA-facing roles for a further 11 years. 
Richard Hallum

Richard Hallum

Financial Planner

Richard Hallum

Richard Hallum

Financial Planner

  • London
  • richard.hallum@closebrothers.com
  • +44 (0) 207 426 4173
Richard works with clients to identify and prioritise their long term goals and objectives, working with them to create and implement a financial plan to achieve these in a tax-efficient manner. Supporting clients by regularly reviewing their plans with them and adapting them to reflect changes in their objectives over time.

He has significant experience in working with private individuals, including advising business owners both pre and post business sale to ensure their wealth is preserved for the benefit of them and their families.

Richard is able to work with clients’ other professional advisers to provide a holistic approach to managing clients wealth planning.
Leanne Hallworth

Leanne Hallworth

Investment Director

Leanne Hallworth

Leanne Hallworth

Investment Director

  • Manchester
  • leanne.hallworth@closebrothers.com
  • +44 (0) 161 238 9495 
Leanne Hallworth is an Investment Director at Close Brothers Asset Management. She joined the Manchester team at the beginning of 2000.

Leanne completed a Business in Europe degree in 1999 before completing the Chartered Institute for Securities and Investment (CISI) Diploma.
 
Leanne is responsible for managing a range of bespoke investment portfolios on behalf of private clients, trusts, company pension schemes and SIPPs.
David Hamilton

David Hamilton

Practice Director - Glasgow

David Hamilton

David Hamilton

Practice Director - Glasgow

  • Glasgow
  • david.hamilton@closebrothers.com
  • +44 (0) 141 343 3500
Over 14 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to high net-worth individuals, helping them to reach their financial planning objectives.
Emma Hammond

Emma Hammond

Financial Planner

Emma Hammond

Emma Hammond

Financial Planner

  • London
  • emma.hammond@closebrothers.com
  • +44 (0) 207 426 4317
An experienced Financial Planner providing comprehensive financial planning advice.
Emma's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Kevin Harms

Kevin Harms

Financial Planner

Kevin Harms

Kevin Harms

Financial Planner

  • Gatwick
  • kevin.harms@closebrothers.com
  • +44 (0) 129 360 2744
Over 12 years’ experience of working in financial services, in positions such as technical support roles to providing comprehensive financial planning advice. Kevin's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Glenn Harrington

Glenn Harrington

Investment Director

Glenn Harrington

Glenn Harrington

Investment Director

  • London
  • glenn.harrington@closebrothers.com
  • +44 (0) 207 426 6209 
Glenn began his career in the city at Singer & Friedlander in 1980 and joined their Investment Management Division in 1988 looking after private clients, trusts, charities and pension funds.

Glenn joined Close Brothers in July 2006 as an Investment Director.
Stephen Hayde

Stephen Hayde

Investment Director

Stephen Hayde

Stephen Hayde

Investment Director

  • London
  • stephen.hayde@closebrothers.com
  • +44 (0) 207 426 4158
After working as an analyst for two years, Stephen moved to Close Brothers Asset Management in 2002 where he developed the in-house Equity and Bond Quantitative Models. He is now an Investment Director managing the Close Brothers Diversified Income Portfolio Fund. 

Stephen graduated from Loughborough University with a First Class Honours Degree in Banking and Finance and is a CFA charterholder.
Craig Heath

Craig Heath

Practice Director - North-West

Craig Heath

Craig Heath

Practice Director - North-West

  • London
  • craig.heath@closebrothers.com
  • +44 (0) 160 681 0100
Over 15 years’ experience providing comprehensive financial planning advice. Craig's clients range from minors to clients in their nineties, helping them to reach their financial planning objectives.
Paul Henry

Paul Henry

Financial Planner

Paul Henry

Paul Henry

Financial Planner

  • Gatwick
  • paul.henry@closebrothers.com
  • +44 (0) 129 360 2754
Over 15 years’ experience providing comprehensive financial planning advice. Paul's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Colin Herreaman

Colin Herreaman

Financial Planner

Colin Herreaman

Colin Herreaman

Financial Planner

  • Northwich
  • colin.herreaman@closebrothers.com
  • +44 (0) 160 681 0373
As a financial planner within our Telephone Advice Service, Colin has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Tom Hewitt

Tom Hewitt

Financial Planner

Tom Hewitt

Tom Hewitt

Financial Planner

  • Northwich
  • tom.hewitt@closebrothers.com
  • +44 (0) 160 681 0100
Over 10 years’ experience providing comprehensive financial planning advice. Tom's clients range from private individuals to business owners, helping them to reach their financial planning objectives.
Charles Hobday

Charles Hobday

Managing Director

Charles Hobday

Charles Hobday

Managing Director

  • London
  • charles.hobday@closebrothers.com
  • +44 (0) 207 426 6236 
Charles is a graduate of the University of Bournemouth with a BA (Hons) degree in Financial Services and has worked at Close Asset Management (formerly Rea Brothers Investment Management) since 1995.

He manages assets for a diverse client base, domiciled both on and offshore, encompassing private clients, charities and trusts and incorporating a broad multi-asset spread of mandates.

Charles is an Investment Director and a Chartered Member of the Securities Institute.
Dave Hoggett

Dave Hoggett

Practice Director - Newcastle

Dave Hoggett

Dave Hoggett

Practice Director - Newcastle

  • London
  • david.hoggett@closebrothers.com
  • +44 (0) 191 206 4662
Over 25 years’ experience providing comprehensive financial planning advice. Dave's clients range from Entrepreneurs to FTSE 100 Directors, and retirees, helping them to reach their financial planning objectives.
Richard Hollowood

Richard Hollowood

Managing Director

Richard Hollowood

Richard Hollowood

Managing Director

  • London
  • richard.hollowood@closebrothers.com
  • +44 (0) 207 426 6207 
Richard Hollowood is a Managing Director having joined the organisation in 2006.

Prior to joining Close Brothers Asset Management, Richard was a Private Client Investment Manager at Singer and Friedlander for three years and gained over six years of institutional investment experience managing US and Global equities with Mercury Asset Management and AXA Investment Managers.
Georgina Howard

Georgina Howard

Financial Planner

Georgina Howard

Georgina Howard

Financial Planner

  • London
  • georgina.howard@closebrothers.com
  • +44 (0) 207 426 4387
George enjoys helping clients identify what is truly important to them and creating bespoke solutions to support them in achieving their goals. She feels this understanding is fundamental to having long-lasting relationships with her clients.

She has considerable experience in advising private individuals and, in particular, business owners from pre/post sale of the business to general tax planning considerations including Inheritance Tax issues.
Riitta Hujanen

Riitta Hujanen

Investment Director

Riitta Hujanen

Riitta Hujanen

Investment Director

  • London
  • riitta.hujanen@closebrothers.com
  • +44 (0) 207 426 4159
Riitta joined Close Brothers Asset Management as Investment Director in July 2012, and was appointed manager of the Close Discretionary Portfolio Balanced Fund 1 April 2013 and of the Growth and Conservative Funds on 24 April 2013.
Before joining CBAM, Riitta held fund management positions at Schroder’s Investment Management and Montanaro Fund Managers in London.

Previously, she was Head of European Equities at OKO Asset Management in Finland and worked at SEB Gyllenberg where she established Finland’s first multi-asset SRI mutual fund.

Riitta holds an MSc. (Pol.) from the University of Helsinki and an MBA in International Finance from the Helsinki School of Economics and Business Administration.
Ivan Hutchings

Ivan Hutchings

Financial Planner

Ivan Hutchings

Ivan Hutchings

Financial Planner

  • Midlands
  • ivan.hutchings@closebrothers.com
  • +44 (0) 167 652 6205
An experienced Financial Planner providing comprehensive financial planning advice. Ivan's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Gavin Imrie

Gavin Imrie

Financial Planner

Gavin Imrie

Gavin Imrie

Financial Planner

  • Glasgow
  • gavin.imrie@closebrothers.com
  • +44 (0) 141 343 3500
Over 15 years’ experience providing comprehensive financial planning advice. Gavin's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Chris Jackson

Chris Jackson

Financial Planner

Chris Jackson

Chris Jackson

Financial Planner

  • Northwich
  • chris.jackson@closebrothers.com
  • +44 (0) 160 681 0374
Over 20 years’ experience providing financial planning advice. As a Financial Planner within our Telephone Advice Service, Chris has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Sarah Johannesen

Sarah Johannesen

Financial Planner

Sarah Johannesen

Sarah Johannesen

Financial Planner

  • London
  • sarah.johannesen@closebrothers.com
  • +44 (0) 771 065 0933
Over 15 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Paul Johncock

Paul Johncock

Financial Planner

Paul Johncock

Paul Johncock

Financial Planner

  • Gatwick
  • paul.johncock@closebrothers.com
  • +44 (0) 129 360 2755
Over 18 years’ experience providing comprehensive financial planning advice. Paul's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Mark Johnson

Mark Johnson

Chartered Financial Planner

Mark Johnson

Mark Johnson

Chartered Financial Planner

  • Newcastle
  • mark.johnson@closebrothers.com
  • +44 (0) 771 579 9264
An experienced Financial Planner providing comprehensive financial planning advice. Mark's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Neil Jones

Neil Jones

Financial Planner

Neil Jones

Neil Jones

Financial Planner

  • Gatwick
  • neil.jones@closebrothers.com
  • +44 (0) 129 360 2751
Over 15 years’ experience providing comprehensive financial planning advice. Neil's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Phil Jones

Phil Jones

Financial Planner

Phil Jones

Phil Jones

Financial Planner

  • Northwich
  • phil.jones@closebrothers.com
  • +44 (0) 160 681 0350
Over 10 years’ experience providing financial planning advice. Being a telephone-based adviser has given Phil the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.
Carla Keenan

Carla Keenan

Assistant Investment Manager

Carla Keenan

Carla Keenan

Assistant Investment Manager

  • London
  • carla.keenan@closebrothers.com
  • +44 (0) 207 426 6231 
Carla graduated from Warwick University in 2011 with a degree in Accounting and Finance. She previously worked at Canaccord Genuity Wealth Management, before joining Close Brothers in 2015. Carla holds the Investment Management Certificate and is currently studying for her Chartered Wealth Manager Qualification with the Chartered Institute of Securities and Investments (CISI), where she is already an associate.
Daniel Keeping

Daniel Keeping

Financial Planner

Daniel Keeping

Daniel Keeping

Financial Planner

  • Gatwick
  • daniel.keeping@closebrothers.com
  • +44 (0) 129 360 2735
Over 5 years’ experience providing financial planning advice. As a Financial Planner
within our Telephone Advice Service, Daniel has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Peter Kelsey

Peter Kelsey

Chartered Financial Planner

Peter Kelsey

Peter Kelsey

Chartered Financial Planner

  • London
  • peter.kelsey@closebrothers.com
  • +44 (0) 207 426 4755
Peter is a Chartered Financial Planner with over 25 years experience.

Peter has a varied client base to whom he provides goal-based financial planning, with the main focus on investment advice and retirement planning.
Clare Kerr

Clare Kerr

Financial Planner

Clare Kerr

Clare Kerr

Financial Planner

  • Edinburgh
  • clare.kerr@closebrothers.com
  • +44 (0) 131 656 3011
Over 25 years’ experience providing comprehensive financial planning advice. Clare's clients range from individuals to families and the elderly, helping them to reach their financial planning objectives.
David Kilby

David Kilby

Financial Planner

David Kilby

David Kilby

Financial Planner

  • Glasgow
  • david.kilby@closebrothers.com
  • +44 (0) 141 343 3500
Over 23 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives.
Clive Kingsbury

Clive Kingsbury

Regional Director - Midlands, North-West England and London

Clive Kingsbury

Clive Kingsbury

Regional Director - Midlands, North-West England and London

  • Northwich
  • clive.kingsbury@closebrothers.com
  • +44 (0) 160 681 0308
Over 32 years’ experience providing comprehensive financial planning advice. Clive's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives.
Alistair Knight

Alistair Knight

Financial Planner

Alistair Knight

Alistair Knight

Financial Planner

  • Northwich
  • alistair.knight@closebrothers.com
  • +44 (0) 771 548 9270
Over 20 years’ experience providing comprehensive financial planning advice. Alistair's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Andrew Knight

Andrew Knight

Practice Director - Edinburgh

Andrew Knight

Andrew Knight

Practice Director - Edinburgh

  • Edinburgh
  • andrew.knight@closebrothers.com
  • +44 (0) 131 656 3016
Over 25 years’ experience providing comprehensive financial planning advice. Andrew's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Sebastian Ladimeji

Sebastian Ladimeji

Business Development Director - London and South East

Sebastian Ladimeji

Sebastian Ladimeji

Business Development Director - London and South East

  • London
  • sebastian.ladimeji@closebrothers.com
  • +44 (0) 207 426 4179 
Sebastian has more than 17 years’ asset management experience supporting professional intermediaries. He has held key positions at Schroders, and SG Asset Management. Sebastian previously worked at Quartet Capital Partners where he managed the distribution of the firm’s bespoke discretionary investment service in the UK. 
Mark Langhorn

Mark Langhorn

Financial Planner

Mark Langhorn

Mark Langhorn

Financial Planner

  • Gatwick
  • mark.langhorn@closebrothers.com
  • +44 (0) 129 360 2802
Over 9 years’ experience providing financial planning advice. As a financial planner within our Telephone Advice Service, Mark has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Chris Law

Chris Law

Investment Director

Chris Law

Chris Law

Investment Director

  • London
  • chris.law@closebrothers.com
  • +44 (0) 207 426 4733 
Chris is an Investment Director with over 17 years of financial services experience.  He looks after both onshore and offshore multi asset class portfolios for private clients, trusts, companies and charities.

Chris joined Close Brothers Asset Management in September  2013 after working at Merrill Lynch Portfolio Managers for over 14 years. He originally joined Mercury Asset Management in 1999, shortly before the takeover by Merrill Lynch.   

Chris is a Chartered Member of the Securities Institute and holds a BA in Economics from the University of Durham.  Chris received the accolade of being one of the 2016  Private Asset  Manager (PAM) ‘Top 40 Under 40’.
Amy Lazenby

Amy Lazenby

Investment Director

Amy Lazenby

Amy Lazenby

Investment Director

  • London
  • amy.lazenby@closebrothers.com
  • +44 (0) 207 426 4739 
Amy is an Investment Director at Close Brothers Asset Management, Head of Discretionary Management Service and a key member of the Multi Asset Class (MAC) Committee investment team deciding our house asset allocation. Amy runs many different risk rated portfolios as well as some of the firm’s largest individual mandates, trusts, charities and socially responsible investment portfolios. 

Prior to joining Close at the beginning of 2013, Amy was a founding partner of a private client discretionary investment management business which she ran for 10 years before selling her 45% share to her co-founder. 

Amy is a Chartered Wealth Manager and a Fellow of the Securities Institute. She sits on the editorial panel for the Securities and Investment Review and for 9 years sat on the committee for the Wealth Management Forum organising bimonthly events. She also acts as a mentor in the 30% Club Cross Company Mentoring Scheme.
Guy Leadbeater

Guy Leadbeater

Business Development Director

Guy Leadbeater

Guy Leadbeater

Business Development Director

  • London
  • guy.leadbeater@closebrothers.com
  • +44 (0) 207 426 4372
Guy joined CBAM in 2016.  Following a decade in management consulting (PwC, KPMG and The World Bank) both in the public and private sectors, he gained 15 years’ experience in single- and multi-family offices, working both in corporate advisory and asset management. He has complementary experience in family-owned businesses in the commercial sector, including being COO of family-owned group of diverse businesses operating in 8 countries and listed on the AIM.  He also has operated at CFO, CEO and Board level. He was educated at the University of the Witwatersrand and the University of St. Andrews, and holds a post-graduate degree in Economics.
Steve Leonard

Steve Leonard

Chartered Financial Planner

Steve Leonard

Steve Leonard

Chartered Financial Planner

  • Gatwick
  • stephen.leonard@closebrothers.com
  • +44 (0) 771 065 0938
Steve has been with Close Brothers for 24 years, with the last 21 years providing comprehensive financial planning advice. 

Steve's clients range from young children with trusts to retirees in their 90s. 

Steve has also been an integral part of the Close Brothers Financial Education in the Workplace Programme since 1996, delivering over 40 seminars a year to some of the biggest and well-known companies in the UK.
Mark Lewis

Mark Lewis

Investment Director

Mark Lewis

Mark Lewis

Investment Director

  • London
  • mark.lewis@closebrothers.com
  • +44 (0) 207 426 623 
Mark graduated from Reading University, with a BA Hons in Economics & Politics.

Having previously worked at JP Morgan, Mark joined Rea Brothers (later bought by Close Brothers) in October 1999 and is responsible for running a range of mandates, including private clients, trusts, pensions and corporate portfolios.

Mark is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds a Diploma from the Securities Institute.
Barry Lloyd

Barry Lloyd

Financial Planner

Barry Lloyd

Barry Lloyd

Financial Planner

  • Northwich
  • barry.lloyd@closebrothers.com
  • +44 (0) 780 297 8897
Over 12 years’ experience providing comprehensive financial planning advice. Barry's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Debbie Long

Debbie Long

Financial Planner

Debbie Long

Debbie Long

Financial Planner

  • Northwich
  • debbie.long@closebrothers.com
  • +44 (0) 771 456 3596
Over 24 years’ experience providing comprehensive financial planning advice. Debbie's clients range from young professionals to those in retirement, helping them to reach their financial planning objectives.
Giles Maine

Giles Maine

Financial Planner

Giles Maine

Giles Maine

Financial Planner

  • Bristol
  • giles.maine@closebrothers.com
  • +44 (0) 117 917 0725
Over 18 years’ experience providing comprehensive financial planning advice. Giles's clients range from young professionals to clients at or in retirement, helping them to reach their financial planning objectives.
Jeanette Makings

Jeanette Makings

Head of Financial Education

Jeanette Makings

Jeanette Makings

Head of Financial Education

  • Northwich
  • jeanette.makings@closebrothers.com
  • +44 (0) 771 065 0936
Jeanette joined Close Brothers in 2000 after 16 years working in professional services with Arthur Andersen and Ernst & Young.  She now heads up our Financial Education division, working with some of the UK’s best known employers.

Jeanette is passionate about creating financial education programmes that inspire employees to make a difference to their future; ensuring financial wellness is adopted within an organisation as part of a holistic wellness strategy to help improve employee engagement, retention and productivity.
James Mallinson

James Mallinson

Financial Planner

James Mallinson

James Mallinson

Financial Planner

  • London
  • james.mallinson@closebrothers.com
  • +44 (0) 207 426 4012
Over 10 years’ experience providing comprehensive financial planning advice. James' clients range from professionals and directors to retired individuals & families, helping them to reach their financial planning objectives.
Rob Manning

Rob Manning

Investment Director

Rob Manning

Rob Manning

Investment Director

  • London
  • robert.manning@closebrothers.com
  • +44 (0) 207 426 6204 
Rob studied economics at Cambridge University before joining Price Waterhouse and qualifying as a Chartered Accountant.

He has since worked at Singer and Friedlander Investment Management for eight years, becoming an Investment Director responsible for private client, pension and charity funds.

He joined Close Brothers in 2006 and is an Associate of the Society of Investment Professionals (ASIP).
Giles Marshall

Giles Marshall

Chief Operating Officer - Investment

Giles Marshall

Giles Marshall

Chief Operating Officer - Investment

  • London
  • giles.marshall@closebrothers.com
  • +44 (0) 207 426 6208 
Giles graduated with a First Class degree in Economics and Information Systems from the University of the West of England in 1998.

After two years as a Management Consultant he joined Singer and Friedlander as a trainee Fund Manager.

Giles moved to Close Brothers in July 2006, and is a Chartered Fellow of the Charted Institute for Securities and Investment and holder of the Diploma.
John Marshall

John Marshall

Managing Director

John Marshall

John Marshall

Managing Director

  • London
  • john.marshall@closebrothers.com
  • +44 (0) 207 426 6239 
John Marshall is a Managing Director and has been managing money on behalf of Close Brothers Asset Management clients and its predecessor organisations since 1997. His responsibilities include relative return and target return multi-asset mandates, both in the UK and offshore.

John joined Finsbury Asset Management in 1997, transferring within the Rea Brothers Group to the Investment Management Division the following year. After completing his post-graduate studies and prior to working in investment management, he worked in the computer research and development industry.

A graduate of Trinity College, Cambridge, John is an Associate of the Society of Investment Professionals (ASIP) and a certified holder of the European Federation of Financial Analysts' Societies (EFFAS) Diploma.
Alex May

Alex May

Financial Planner

Alex May

Alex May

Financial Planner

  • London
  • alex.may@closebrothers.com
  • +44 (0) 207 426 4085
Over 8 years’ experience working with private clients, having worked at Fidelity, UBS and Close Brothers. Alex's clients range from individuals and families to family run businesses, helping them to reach their financial planning objectives.
Doug McCance

Doug McCance

Investment Manager

Doug McCance

Doug McCance

Investment Manager

  • Manchester
  • doug.mccance@closebrothers.com
  • +44 (0) 161 238 9498 
Doug McCance is an Investment Director at Close Brothers Asset Management based in the Manchester office. Doug joined Close Brothers in September 2014 after starting his career in April 2007 at Brown Shipley.

Doug studied Mathematics with Finance at Leeds University before completing the Chartered Institute of Securities and Investment Diploma. Doug has been a member of the CFA Institute since 2014 and completed the CFA charter in June 2016.

Doug specialises in managing bespoke investment portfolios for a diverse range of clients including charities, private clients, associated family trusts, IFAs and company pension schemes.
Stuart McGinnis

Stuart McGinnis

Financial Planner

Stuart McGinnis

Stuart McGinnis

Financial Planner

  • Edinburgh
  • stuart.mcginnis@closebrothers.com
  • +44 (0) 771 579 9314
Over 5 years’ experience providing comprehensive financial planning advice. Stuart's clients range from young professionals to clients at or in retirement, helping them to reach their financial planning objectives.
Ian McKay

Ian McKay

Financial Planner

Ian McKay

Ian McKay

Financial Planner

  • Northwich
  • ian.mckay@closebrothers.com
  • +44 (0) 160 681 0100
Over 20 years’ experience providing comprehensive financial planning advice. Ian's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Andrew Mearing

Andrew Mearing

Financial Planner

Andrew Mearing

Andrew Mearing

Financial Planner

  • Gatwick
  • andrew.mearing@closebrothers.com
  • +44 (0) 129 360 2723
Over 15 years’ experience providing comprehensive financial planning advice. Andrew's clients range from young professionals to retirees and business owners, helping them to reach their financial planning objectives.
Chris Megahey

Chris Megahey

Financial Planner

Chris Megahey

Chris Megahey

Financial Planner

  • Edinburgh
  • chris.megahey@closebrothers.com
  • +44 (0) 131 656 3009
Over 15 years’ experience providing comprehensive financial planning advice. Chris's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
David Melloy

David Melloy

Business Development Director

David Melloy

David Melloy

Business Development Director

  • London
  • david.melloy@closebrothers.com
  • +44 (0) 207 426 4327
David is responsible for internal and external business development, predominately working across the 16 businesses within the Close Brothers Group, promoting the added value of financial planning and integrated investment advice to our existing clients.
David has over 20 years’ experience working in financial services and previously worked at W H Ireland and Lloyds. He regularly speaks at seminars on pre-retirement and inheritance tax mitigation and works with accountants and solicitors to provide financial solutions for their clients.
Andrew Metcalf

Andrew Metcalf

Fixed Income Analyst

Andrew Metcalf

Andrew Metcalf

Fixed Income Analyst

  • London
  • andrew.metcalf@closebrothers.com
  • +44 (0) 207 426 6242
Andrew joined Close Brothers Asset Management in September 2016 as a member of the Fixed Income team. He is the co-chair of the Fixed Income committee and a key member of the Multi Asset Class (MAC) Committee, contributing to house asset allocation and investment decisions.

Andrew has 9 years of investment experience – all in fixed income. Before joining Close Brothers, Andrew spent 4 years at Vanguard Asset Management where he was part of the team managing a range of investment grade and money market funds. Prior to this, Andrew worked as a Fixed Income Analyst at Moody’s and Barclays Capital.
Andrew holds a Master’s degree in Finance from Durham University, and a Bachelor’s degree in Economics from Manchester University.
Neill Millard

Neill Millard

Financial Planner

Neill Millard

Neill Millard

Financial Planner

  • London
  • neill.millard@closebrothers.com
  • +44 (0) 129 360 2752
Over 27 years’ experience providing comprehensive financial planning advice. Neill's clients range from Barristers and Judges to city professionals, helping them to reach their financial planning objectives.
Sebastian Moore

Sebastian Moore

Assistant Investment Manager

Sebastian Moore

Sebastian Moore

Assistant Investment Manager

  • London
  • sebastian.moore@closebrothers.com
  • +44 (0) 207 426 6241 
Sebastian graduated from Manchester University in 2011 with a degree in Economics and Politics.

He supports our Investment Directors, by assisting with both onshore and offshore multi asset class portfolios. He is an associate of the Chartered Institute of Securities and Investments (CISI) and is studying for further personal qualifications.
Valeria Moore

Valeria Moore

Equity Analyst

Valeria Moore

Valeria Moore

Equity Analyst

  • London
  • valeria.moore@closebrothers.com
  • +44 (0) 207 426 4101
Valeria has over 20 years of investment experience. 

After spending 6 years in Corporate Finance/ M&A at Deutsche Bank/ Bankers Trust, London, and ING Barings, Milan, Valeria has worked as an Equity analyst for Asset Management groups including Rowan Dartington, Albemarle Asset Management and Montanaro Asset Management, all based in London, covering numerous sectors on a Pan-European basis. 

Valeria joined Close Brothers Asset Management in January 2016 as an equity analyst covering Global Industrials, IT Hardware and IT Services. 

Valeria is a Chartered MCSI and she holds a CISI Level 4 Diploma in Investment Advice (Securities).
David Munro

David Munro

Practice Director - South England

David Munro

David Munro

Practice Director - South England

  • Northwich
  • david.munro@closebrothers.com
  • +44 (0) 771 065 0926
Over 30 years’ experience providing comprehensive financial planning advice. David's clients range from the age of mid-twenties to the age of mid-eighties, helping them to reach their financial planning objectives.
Ian Murphy

Ian Murphy

Financial Planner

Ian Murphy

Ian Murphy

Financial Planner

  • Northwich
  • ian.murphy@closebrothers.com
  • +44 (0) 160 681 0319
Over 4 years’ experience providing financial planning advice. As a Financial Planner within our Telephone Advice Service, Ian has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Chris Napier

Chris Napier

Investment Product Director

Chris Napier

Chris Napier

Investment Product Director

  • London
  • chris.napier@closebrothers.com
  • +44 (0) 207 426 4332
Chris Napier joined Close Brothers Asset Management in August 2012 as an Investment Client Director, providing regulated investment advice and supporting intermediary business development.
Jonathan Neale

Jonathan Neale

Financial Planner

Jonathan Neale

Jonathan Neale

Financial Planner

  • Northwich
  • jonathan.neale@closebrothers.com
  • +44 (0) 771 581 1645
Over 25 years experience providing holistic financial planning advice. Jonathan specialises in helping his clients reach their individual financial planning goals.
David Newman

David Newman

Chartered Financial Planner

David Newman

David Newman

Chartered Financial Planner

  • Gatwick
  • david.newman@closebrothers.com
  • +44 (0) 129 360 2729
Over 25 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Fraser Norton

Fraser Norton

Practice Director - Gatwick

Fraser Norton

Fraser Norton

Practice Director - Gatwick

  • Gatwick
  • fraser.norton@closebrothers.com
  • +44 (0) 129 360 2732
Over 20 years’ experience providing comprehensive financial planning advice. Fraser's clients range from young professionals to retirees and business owners, helping them to reach their financial planning objectives.
Tom O'Brien

Tom O'Brien

Financial Planner

Tom O'Brien

Tom O'Brien

Financial Planner

  • Glasgow
  • tom.obrien@closebrothers.com
  • +44 (0) 141 343 3500
Over 7 years’ experience providing comprehensive financial planning advice. Tom's clients range from 2 months old to nearly 100, helping them to reach their financial planning objectives.
Eileen O'Rourke

Eileen O'Rourke

Investment Director

Eileen O'Rourke

Eileen O'Rourke

Investment Director

  • London
  • eileen.orourke@closebrothers.com
  • +44 (0) 207 426 4383
Eileen is a Multi Asset Class Portfolio Manager with over 24 years of financial services experience.  She looks after both on and offshore multi asset class portfolios for private clients, trusts and charities.

Eileen joined Close Brothers Asset Management in February 2017 after 23 years at Brewin Dolphin where she was a Divisional Director. Eileen moved to the UK from the States in 1990, is married to Russell, and is a graduate of the University of Michigan.
Kelly Pardoe

Kelly Pardoe

Financial Planner

Kelly Pardoe

Kelly Pardoe

Financial Planner

  • Northwich
  • kelly.pardoe@closebrothers.com
  • +44 (0) 771 811 3802
Over 20 years of experience within financial services, of which the last 13 have been working as a Financial Planner. Providing comprehensive financial planning advice to clients who range from young professionals to retirees, assisting them to reach their financial planning objectives.
Nick Parker

Nick Parker

Financial Planner

Nick Parker

Nick Parker

Financial Planner

  • London
  • nick.parker@closebrothers.com
  • +44 (0) 207 426 4323
Over 6 years’ experience providing comprehensive financial planning advice. Nick's clients range from individuals and families to businesses, helping them to reach their financial planning objectives.
Noel Patterson

Noel Patterson

Financial Planner

Noel Patterson

Noel Patterson

Financial Planner

  • Bristol
  • noel.patterson@closebrothers.com
  • +44 (0) 117 917 0712
Over 6 years’ experience providing comprehensive financial planning advice. Noel's clients range from young professionals to the elderly, helping them to reach their financial planning objectives.
Adrian Phillips

Adrian Phillips

Financial Planner

Adrian Phillips

Adrian Phillips

Financial Planner

  • Northwich
  • adrian.phillips@closebrothers.com
  • +44 (0) 771 065 0941
Over 30 years’ experience providing comprehensive financial planning advice. Adrian's clients range from individuals to families and the elderly, helping them to reach their financial planning objectives.
Ian Richards

Ian Richards

Financial Planner

Ian Richards

Ian Richards

Financial Planner

  • Northwich
  • ian.richards@closebrothers.com
  • +44 (0) 160 681 0100
Over 5 years’ experience providing comprehensive financial planning advice. Ian's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Edward Riordan

Edward Riordan

Senior Mortgage Adviser

Edward Riordan

Edward Riordan

Senior Mortgage Adviser

  • Gatwick
  • edward.riordan@closebrothers.com
  • +44 (0) 129 360 2731
Over 10 years’ experience providing financial planning advice. Being a desk based
adviser has given Ed the ability to speak with a wide range of clients from all over the UK, helping them to reach their financial planning objectives.
Paul Roe

Paul Roe

Investment Director

Paul Roe

Paul Roe

Investment Director

  • Manchester
  • paul.roe@closebrothers.com
  • +44 (0) 161 238 9494 
Paul Roe is a Managing Director of Close Brothers Asset Management and is based in the Manchester office.
 
He is responsible for managing a range of private client assets, trusts, charities, pension schemes and SIPPs on a discretionary basis. His career in private client services includes extensive experience in private client fund management working for Henry Cooke Lumsden from 1985.
 
He was recruited to specialise in pension fund management with actuarial practice DJT Group in 1991 and with this function moved to Rea Brothers in 1998 and Close Brothers in 1999.  Paul is a Chartered Fellow of the Securities Institute and a holder of its Diploma. 
Carol Ross

Carol Ross

Financial Planner

Carol Ross

Carol Ross

Financial Planner

  • Northwich
  • carol.ross@closebrothers.com
  • +44 (0) 771 579 9309
Over 22 years’ experience providing comprehensive financial planning advice. Carol's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Colin Rowe

Colin Rowe

Practice Director - Midlands

Colin Rowe

Colin Rowe

Practice Director - Midlands

  • Midlands
  • colin.rowe@closebrothers.com
  • +44 (0) 781 785 1111
An experienced Financial Planner providing comprehensive financial planning advice. Colin's clients range from business owners to retirees, helping them to reach their financial planning objectives.
Mark Rowe-Ham

Mark Rowe-Ham

Investment Manager

Mark Rowe-Ham

Mark Rowe-Ham

Investment Manager

  • London
  • mark.rowe-ham@closebrothers.com
  • +44 (0) 207 426 4334
Mark is an Investment Manager managing private client portfolios within the Discretionary Management Service.

Mark joined Close Brothers Asset Management in June 2017. Prior to joining us he was at Brewin Dolphin for over 12 years as an Investment Manager looking after multi asset class portfolios for private clients, trusts and charities.
 
He is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI) and a holder of the CISI Diploma.
Andrew Ryan

Andrew Ryan

Financial Planner

Andrew Ryan

Andrew Ryan

Financial Planner

  • Northwich
  • andrew.ryan@closebrothers.com
  • +44 (0) 771 065 0945
Over 5 years’ experience providing comprehensive financial planning advice. Andrew's clients range from young professionals, business owners to retirees, helping them to reach their financial planning objectives.
Darren Saddler

Darren Saddler

Director of Intermediary Sales

Darren Saddler

Darren Saddler

Director of Intermediary Sales

  • London
  • darren.saddler@closebrothers.com
  • +44 (0) 789 063 0179 
Darren Saddler joined Close Brothers Asset Management in September 2009. He has worked in intermediary-facing roles for over 20 years. Prior to joining us, Darren worked for Standard Life in Edinburgh and London. He holds the IMC and is a member of the Personal Finance Society, holding the Diploma qualification.
Tom Santa-Olalla

Tom Santa-Olalla

Investment Specialist

Tom Santa-Olalla

Tom Santa-Olalla

Investment Specialist

  • London
  • tom.santa-olalla@closebrothers.com
  • +44 (0) 20 7426 4760
Tom joined Close Brothers Asset Management as an Investment Specialist in September 2017, providing investment expertise across all Close Brothers investment propositions.
 
Tom has over 9 years of industry experience, advising high and ultra high net worth individuals in all facets of wealth management. Previous to joining Close Brothers, Tom was at Santander Private Bank, and before that HSBC Private Bank, where he specialised in advising UK-based entrepreneurs and developing collaboration between the corporate and private banking arms of the business.  
 
Tom is a Chartered Wealth Manager and Member of the Chartered Institute for Securities and Investments. He holds a degree in Politics with American Studies from the University of Nottingham.
Bruce Saunderson

Bruce Saunderson

Director of Wealth Structuring

Bruce Saunderson

Bruce Saunderson

Director of Wealth Structuring

  • Glasgow
  • bruce.saunderson@closebrothers.com
  • +44 (0) 141 343 3500
Bruce joined Close Brothers in June 2017 to develop our Wealth Structuring proposition. Previously he headed PwC’s Investment Advisory team in Scotland working closely with their private client tax specialists. 

Prior to this, he was Senior Manager at wealth advisory firm Grant Thornton and a Director of Wealth Management at law firm Maclay Murray & Spens.
 
He holds a Diploma in Financial Planning and has a Joint Honours Degree in Law and Accountancy form the University of Edinburgh.
Sean Scahill

Sean Scahill

Chartered Financial Planner

Sean Scahill

Sean Scahill

Chartered Financial Planner

  • London
  • sean.scahill@closebrothers.com
  • +44 (0) 207 426 4757
Sean was responsible for launching ABG Financial Services (latterly Optimal Wealth Management) together with the Partners of Arram Berlyn Gardner in 1987. 

Sean is a Chartered Financial Planner and a Fellow of both the Chartered Insurance Institute and Personal Finance Society.
David Scott

David Scott

Financial Planner

David Scott

David Scott

Financial Planner

  • Edinburgh
  • david.scott@closebrothers.com
  • +44 (0) 131 656 3020
Over 20 years’ experience providing comprehensive financial planning advice. David's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Nick Sheppard

Nick Sheppard

Business Development Director - South Coast

Nick Sheppard

Nick Sheppard

Business Development Director - South Coast

  • London
  • nick.sheppard@closebrothers.com
  • +44 (0) 753 012 3278 
Nick has over 30 years of experience working in the financial services industry. He started his career with a Salisbury firm of accountants, before joining London and Manchester as an adviser. In 1989 he moved to Standard Life as a Broker Consultant, where he remained for 22 years. In 2011 he joined Brewin Dolphin, again working with IFAs across the South Coast region. He has a broad range of experience, having worked with both Pension and Investment specialist firms. 
Roohi Siddiqui

Roohi Siddiqui

Equity Analyst

Roohi Siddiqui

Roohi Siddiqui

Equity Analyst

  • London
  • roohi.siddiqui@closebrothers.com
  • +44 (0) 207 426 4110
Roohi started her career at Lehman Brothers in 1999 following Masters degrees obtained in International Management from King's College London and in Theoretical Physics from Imperial College of Science, Technology & Medicine. 

She joined Close Brothers Asset Management in April 2014, as a global equity analyst covering the consumer sector in the Research Team. Roohi’s career has spanned over 18 years in finance and equity research across a number of institutions including Lehman Brothers, Schroder Investment Management and Bank of America Merrill Lynch.
Peter Silver

Peter Silver

Financial Planner

Peter Silver

Peter Silver

Financial Planner

  • Gatwick
  • peter.silver@closebrothers.com
  • +44 (0) 129 360 2756
Over 15 years’ experience providing comprehensive financial planning advice. Peter's clients range from young professionals, business owners to retirees, helping them to reach their financial planning objectives.
Adrian Smith

Adrian Smith

Financial Planning Director

Adrian Smith

Adrian Smith

Financial Planning Director

  • Midlands
  • adrian.smith@closebrothers.com
  • +44 (0) 167 652 6204
Over 25 years’ experience providing comprehensive financial planning advice. Adrian's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Fiona Smith

Fiona Smith

Financial Planner

Fiona Smith

Fiona Smith

Financial Planner

  • Edinburgh
  • fiona.smith@closebrothers.com
  • +44 (0) 131 656 3027
Over 4 years’ experience of working in financial services, starting out in a technical support role and progressing to provide comprehensive financial planning advice. Fiona's clients range from young professionals to retired individuals, helping them to reach their financial planning objectives.
Mark Sofflet

Mark Sofflet

Business Development Director - London and South East

Mark Sofflet

Mark Sofflet

Business Development Director - London and South East

  • London
  • mark.sofflet@closebrothers.com
  • +44 (0) 771 811 3809 
Mark has 24 years’ experience in the financial services industry. Mark joined us from AEGON UK where he spent five years helping to establish the Partnerships Sales Team. Mark spent 21 of those years in field-based roles supporting IFAs and restricted intermediaries, but he has also worked as an adviser. Prior to that he spent 10 years at Standard Life looking after IFAs in North London. He started his career at Norwich Union.
Matthew Stanesby

Matthew Stanesby

Investment Director

Matthew Stanesby

Matthew Stanesby

Investment Director

  • London
  • matthew.stanesby@closebrothers.com
  • +44 (0) 207 426 4730
Matthew joined Close Brothers Asset Management in 2007 and heads up the Manager Research team which is responsible for the research, selection and monitoring of fund managers. He is also a portfolio manager for the Managed range of multi-asset funds. 

Matthew started his career in the actuarial and investment consulting world and worked within the life insurance, pensions and investment teams at Mercer and Aon. He graduated from Nottingham University with a First Class Honours Degree in Mathematics with Engineering.
Chris Steggles

Chris Steggles

Financial Planner

Chris Steggles

Chris Steggles

Financial Planner

  • Northwich
  • christopher.steggles@closebrothers.com
  • +44 (0) 771 500 0224
An experienced Financial Planner providing comprehensive financial planning advice. Mark's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Jon Stevens

Jon Stevens

Financial Planner

Jon Stevens

Jon Stevens

Financial Planner

  • Bristol
  • jon.stevens@closebrothers.com
  • +44 (0) 117 917 0721
Over 20 years’ experience providing comprehensive financial planning advice. Jon's clients range from young professionals, business owners, to the elderly, helping them to reach their financial planning objectives.
Daniel Swift

Daniel Swift

Financial Planner

Daniel Swift

Daniel Swift

Financial Planner

  • Gatwick
  • daniel.swift@closebrothers.com
  • +44 (0) 129 360 2727
Over 10 years’ experience providing comprehensive financial planning advice. Daniel's clients range from barristers and solicitors to retirees, helping them to reach their financial planning objectives.
Andrew Thompson

Andrew Thompson

Investment Director

Andrew Thompson

Andrew Thompson

Investment Director

  • Manchester
  • andrew.thompson@closebrothers.com
  • +44 (0) 161 238 9497 
Andrew Thompson is an Investment Director at Close Brothers Asset Management and is based in the Manchester office. Andrew joined Close Brothers in December 2000 having spent 12 years with Henry Cooke Lumsden and their collective subsidiary, Solus. 

Andrew specialises in managing bespoke investment portfolios for a diverse range of clients including fund of funds, charities, private clients, associated family trusts, IFAs and company pension schemes. Andrew is also an active member of the Collectives Research Committee.

Andrew is a Chartered Fellow of the Securities Institute and a holder of its Diploma. 
Archie Thompson

Archie Thompson

Assistant Investment Manager

Archie Thompson

Archie Thompson

Assistant Investment Manager

  • London
  • archie.thompson@closebrothers.com
  • +44 (0) 207 426 4089
Archie joined Close Brothers Asset Management in July 2015 having received an MA in Ancient History from St Andrews University and studied for a Graduate Diploma in Law from BPP University. 

Archie is an Investment Management Certificate Holder. 
Brian Tingley

Brian Tingley

Financial Planner

Brian Tingley

Brian Tingley

Financial Planner

  • Northwich
  • brian.tingley@closebrothers.com
  • +44 (0) 771 500 0226
Over 27 years’ experience providing comprehensive financial planning advice. Brian's clients range from the age of 20 to the age of 92, helping them to reach their financial planning objectives.
Darren Traynor

Darren Traynor

Financial Planner

Darren Traynor

Darren Traynor

Financial Planner

  • Northwich
  • darren.traynor@closebrothers.com
  • +44 (0) 160 681 0218
As a Financial Planner within our Telephone Advice Service, Darren has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Nasiba Vaiya

Nasiba Vaiya

Financial Planner

Nasiba Vaiya

Nasiba Vaiya

Financial Planner

  • London
  • nasiba.vaiya@closebrothers.com
  • +44 (0) 207 426 4377
Over 8 years’ experience providing comprehensive financial planning advice. Nasiba's clients range from private individuals, families and trusts, helping them to reach their financial planning objectives.
Miroslav Vankov

Miroslav Vankov

Assistant Investment Manager

Miroslav Vankov

Miroslav Vankov

Assistant Investment Manager

  • Manchester
  • miroslav.vankov@closebrothers.com
  • +44 (0) 161 238 9496
Miroslav joined Close Brothers in 2016 from Bank of New York Mellon where he started his career in 2011.

He graduated from Coventry University in 2010 with a master degree in Finance. Miroslav holds an Investment Management Certificate (IMC) and is currently studying for his Chartered Wealth Manager Qualification with the Chartered Institute of Securities and Investments (CISI), where he is already an associate. 
Alejandro Velez

Alejandro Velez

Equity Analyst

Alejandro Velez

Alejandro Velez

Equity Analyst

  • London
  • alejandro.velez@closebrothers.com
  • +44 (0) 207 426 4731
Alejandro Velez has 7 years of investment experience. He worked for Julius Baer, Spain for over five years as both an equity analyst and portfolio manager covering all sectors. He then moved to London to work for them on their UK product. 

Alejandro joined Close Brothers Asset Management in 2016 as an equity analyst covering the Energy, Utilities, Diversified Financials and Mid Cap stocks. He is a CAIA Charterholder.
Ashley Waddington

Ashley Waddington

Financial Planner

Ashley Waddington

Ashley Waddington

Financial Planner

  • Northwich
  • ashley.waddington@closebrothers.com
  • +44 (0) 780 295 9422
Over 15 years’ experience providing comprehensive financial planning advice. Ashley's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Andrew Walters

Andrew Walters

Financial Planner

Andrew Walters

Andrew Walters

Financial Planner

  • Northwich
  • andrew.walters@closebrothers.com
  • +44 (0) 781 449 1446
Over 25 years experience providing holistic financial planning advice. I enjoy helping Andrew's clients to reach their individual financial planning goals.
Andrew Ward-Penny

Andrew Ward-Penny

Financial Planner

Andrew Ward-Penny

Andrew Ward-Penny

Financial Planner

  • Northwich
  • andrew.ward-penny@closebrothers.com
  • +44 (0) 771 065 0928
Over 20 years’ experience providing comprehensive financial planning advice. Andrew's clients range from young professionals to retirees, helping them to reach their financial planning objectives.
Richard Watkins

Richard Watkins

Financial Planner

Richard Watkins

Richard Watkins

Financial Planner

  • Bristol
  • richard.watkins@closebrothers.com
  • +44 (0) 117 917 0715
Over 20 years’ experience providing comprehensive financial planning advice. Richard's clients range from wealthy families to family businesses, helping them achieve and keep the life they want.
Tony Whincup

Tony Whincup

Investment Specialist

Tony Whincup

Tony Whincup

Investment Specialist

  • London
  • tony.whincup@closebrothers.com
  • +44 (0) 207 426 4324
Tony joined Close Brothers Asset Management in May 2017 as a Director in the Investment Specialist team, providing regulated investment advice across our investment propositions.

Tony began his investment career in Jersey at Bankers Trust. After stints travelling and working as a journalist, he spent 10 more years at UBS Jersey – first at the Investment Bank managing the Asset-Backed Security book, then in Wealth Management as a Client Adviser where he specialised in advising UK resident-non-domiciled clients in discretionary, advisory and execution-only services, including credit and FX. He has also worked at St James’s Place in the UK, offering holistic financial planning and wealth management.

He is a Chartered Fellow and Wealth Manager of the Chartered Institute for Securities & Investment, holds a PG Dip In Broadcast Journalism from City, University of London, and an honours degree in French and Geography from Keele University.
Sarah Whitehouse

Sarah Whitehouse

Financial Planner

Sarah Whitehouse

Sarah Whitehouse

Financial Planner

  • Northwich
  • sarah.whitehouse@closebrothers.com
  • +44 (0) 771 065 0923
Over 15 years’ experience providing comprehensive financial planning advice. Sarah's clients range from young professionals to clients in retirement, helping them to reach their financial planning objectives.
Stephen Wightman

Stephen Wightman

Chartered Financial Planner

Stephen Wightman

Stephen Wightman

Chartered Financial Planner

  • Glasgow
  • stephen.wightman@closebrothers.com
  • +44 (0) 141 343 3500
Stephen joined Close Brothers in 2011 as part of the acquisition of Scott-Moncrieff who he had joined in 2010. Prior to that he worked in the Clydesdale Bank and obtained an honours degree in Finance, Investment & Risk from Glasgow Caledonian University.

His clients range from young professionals, to retirees and trusts. Helping each to identify their unique objectives and then build a plan to achieve these. 
Mark Wilcox

Mark Wilcox

Financial Planner

Mark Wilcox

Mark Wilcox

Financial Planner

  • London
  • mark.wilcox@closebrothers.com
  • +44 (0) 780 818 0593
Over 30 years’ experience providing comprehensive financial planning advice. Mark's clients range from the age of 30 to the age of 80, helping them to reach their financial planning objectives.
Simon Williams

Simon Williams

Financial Planner

Simon Williams

Simon Williams

Financial Planner

  • Bristol
  • simon.williams@closebrothers.com
  • +44 (0) 117 917 0756
Simon’s passion is working with people, helping them to understand how much they need to maintain their lifestyle. A lot of people don’t understand the relationship between their investments and their real life objectives.

Simon wants to ensure that his clients have the appropriate financial framework in place to support their lifestyle in an efficient manner. This will enable them to understand what is really possible in retirement.  

Simon joined Close Brothers in 2010 and has worked in Financial Services since 2004. He has been a part of the Financial Education Team since joining Close Brothers.
Stuart Williams

Stuart Williams

Manager, Telephone Advice Service

Stuart Williams

Stuart Williams

Manager, Telephone Advice Service

  • Gatwick
  • stuart.williams@closebrothers.com
  • +44 (0) 129 360 2771
Over nine years’ experience providing financial planning advice. As Manager of our Telephone Advice Service, Stuart has the ability to speak with a wide range of clients from across the UK, helping them to reach their financial objectives and goals.
Alan Wilson

Alan Wilson

Financial Planner

Alan Wilson

Alan Wilson

Financial Planner

  • Glasgow
  • alan.c.wilson@closebrothers.com
  • +44 (0) 141 343 3500
Alan joined Close Brothers in 2011 as part of the acquisition of Scott-Moncrieff Wealth Management, where he had been part of the team since 1999. Alan started his career in Financial Services with Eagle Star before moving onto L&G.
 
His clients range from professional private clients to high-net worth individuals, helping each to reach their financial planning objectives. Alan is one of a select few advisers qualified as a Pension Transfer Specialist within Close Brothers.   
Stephen Wood

Stephen Wood

Investment Director

Stephen Wood

Stephen Wood

Investment Director

  • London
  • stephen.wood@closebrothers.com
  • +44 (0) 207 426 4340
Stephen has been with Close Brothers Asset Management since graduating with a Masters in electrical engineering from University College London. Stephen has 10 years smaller companies experience.

Stephen is a holder of the Investment Management Certificate and is a CFA Charter holder.
Weixu Yan

Weixu Yan

Investment Manager

Weixu Yan

Weixu Yan

Investment Manager

  • London
  • weixu.yan@closebrothers.com
  • +44 (0) 207 426 4352
Weixu worked for Fortune Asset Management which was wholly acquired by Close Brothers Plc in 2010. He now heads up ETF research at Close Brothers Asset Management while managing the Close Tactical Select Conservative, Balanced and Growth Portfolio Funds as well as the Close techMARK fund.  His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums.  

Weixu has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London.  
Roberta Zeno

Roberta Zeno

Equity Analyst

Roberta Zeno

Roberta Zeno

Equity Analyst

  • London
  • roberta.zeno@closebrothers.com
  • +44 (0) 207 426 4133
Roberta joined Close Brothers Asset Management in 2015 as an equity analyst responsible for covering companies within the TMT (telecoms, media and technology) and Chemicals sectors. Prior to this Roberta worked at Schroders in a variety of roles including as an equity analyst covering stocks within the TMT, Luxury and Auto sectors and at Standard & Poor’s as a modelling specialist. 

Roberta has a first degree in Philosophy and Lingusitics from the University of Pisa and the Scuola Normale Superiore in Pisa and has an MSc in Management from Imperial College; she is a CFA charter holder and has 9 years of investment experience.
Zoe Cossins

Zoe Cossins

Business Development Director - M4 Corridor

Zoe Cossins

Zoe Cossins

Business Development Director - M4 Corridor

  • London
  • zoe.cossins@closebrothers.com
  • +44 (0) 771 579 9319
Zoe joined Close Brothers in October 2014 having worked in financial services for over 13 years, most of which has been spent working in intermediary sales. She has held business development roles with both Meteor Asset Management and Barclays Wealth, where she was responsible for distributing their range of investments to intermediaries throughout the UK.
Daniel Constable

Daniel Constable

Business Development Director - London and East Anglia

Daniel Constable

Daniel Constable

Business Development Director - London and East Anglia

  • London
  • daniel.constable@closebrothers.com
  • +44 (0) 788 155 0006
Dan joined Close Brothers in March 2016. He promotes the full range of our products and services to IFAs, and manages key relationships in London and East Anglia. Dan has amassed a wealth of experience in financial services encompassing 20 years - prior to joining Close Brothers he spent almost 3 years at Hawksmoor Investment Management as Head of Business Development. Over the previous 17 years, Dan also worked for Franklin Templeton Investments, Close Finsbury and JP Morgan in a variety of IFA-facing roles. He started his career with Save & Prosper.
Steve Hewitt

Steve Hewitt

Business Development Director - Midlands

Steve Hewitt

Steve Hewitt

Business Development Director - Midlands

  • London
  • steve.hewitt@closebrothers.com
  • +44 (0) 790 862 0002
Steve Hewitt joined Close Brothers in February 2011 as Business Development Director for the Midlands. Steve has 25 years comprehensive experience in a variety of IFA facing roles. He joined Close from Standard Life, where he spent over 10 years in IFA sales leadership roles - most recently he had owned the lead relationships with major bank & wealth manager proposition partners.Prior to that Steve was Sales Manager for the UK Bank Distribution Team, and spent 4 years as IFA Area Sales Manager in the East Midlands Region.Steve has also previously worked for both Norwich Union and Equity & Law in intermediary facing roles.
Matthew Heappey

Matthew Heappey

Business Development Director - South West

Matthew Heappey

Matthew Heappey

Business Development Director - South West

  • London
  • matthew.heappey@closebrothers.com
  • +44 (0) 759 505 6322
Matthew joined Close Brothers in September 2016 as Business Development Director. He manages some of our key relationships in the South West and promotes the full range of the Close Investment Proposition. Prior to joining Close Brothers Asset Management, Matthew was a Retirement Specialist for AXA Life Invest focussing on the Decumulation stage of an adviser's advice proposition. Matthew joined AXA Life Invest from Standard Life where he held a variety of roles as part of a Trainee Account Manager programme. Matthew has a degree in Politics from the University of Newcastle. 
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