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Based in the midlands

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Based in Falkirk

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London-based

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London Based

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Based in the South West

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Based in Cheltenham

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Colchester Based

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Bristol Based

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Newcastle Based

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Newcastle Based

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Based in Newcastle

With nearly a decade of experience in financial services, Dotun specialises in helping tech professionals—particularly those in Fintech, SaaS, and AI—gain clarity and confidence around their wealth. His journey began with a degree in Actuarial Science, followed by over five years in investment consultancy where he honed his skills working on complex financial strategies. That foundation sparked a lifelong passion for solving challenging problems and delivering advice that makes a real impact. Dotun's clients consistently describe him as professional, clear, and genuinely invested in their success. Whether he's guiding a client through their first financial plan or tackling the complexities of multiple income streams, assets, and goals—he brings empathy, rigour, and a personalised approach to every conversation. When he’s not working, you’ll find Dotun on the golf course, in the gym before dawn, or cooking his signature dish for his partner. For him, the perfect day blends progress, people, and purpose.

London Based

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Based in Yorkshire

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Birmingham-Based

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Based in Leeds

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London Based

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London based

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Based in the West Midlands

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London-based

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Based in the West Midlands

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Based in the midlands

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Based in the North West

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London-based

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London-based

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London-Based

James Matthewson ACSI is a seasoned wealth management adviser based in London, with extensive experience in pensions, investments, and financial planning. Passionate about helping individuals and families achieve their financial goals, James specialises in intergenerational wealth transfer, retirement planning, and personal and business financial strategies. James’s career spans roles in financial sales, market trading, and advisory services, where he has developed a deep understanding of tax-efficient planning and wealth preservation. His qualifications include the Investment Advice Diploma (Level 4) and IntegrityMatters certification from the Chartered Institute for Securities & Investment (CISI), reflecting his commitment to professionalism and ethical standards. With a client-centred approach, James works closely with individuals to build, grow, protect, and preserve their wealth, ensuring their financial plans align with their aspirations. He is also experienced in corporate financial education and insurance solutions, offering a holistic suite of services tailored to both personal and business needs. Beyond his professional expertise, James’s diverse background includes coaching football to young people and promoting social inclusion, showcasing his ability to connect with people from all walks of life. This unique combination of skills and experience allows him to deliver meaningful, long-term financial outcomes for his clients.

London-based

Hiren Nandha is a highly accomplished Chartered Wealth Manager and Certified Financial Planner™ with nearly a decade of experience in wealth management. Based in London, he is dedicated to creating tailored financial strategies that empower clients to secure prosperous futures and achieve their financial goals with confidence. Specialising in goal-based financial planning, Hiren offers expertise in: Investment planning Retirement and pension planning Tax efficiency strategies Estate planning Risk management Hiren’s approach is rooted in building lasting client relationships, ensuring that every financial decision aligns with each client’s unique objectives. With qualifications from the Chartered Insurance Institute and The Chartered Institute for Securities & Investment (CISI), he upholds the highest ethical standards and continuously enhances his professional knowledge to serve clients better. Having launched his own practice within the St. James’s Place network, Hiren has combined his entrepreneurial spirit with his passion for helping clients grow and protect their wealth. His dedication to long-term client success has earned him recognition, including being named one of the 2024 Top Rated Financial Advisers in The Times. Beyond his professional achievements, Hiren is a strong advocate for personal growth and resilience. He frequently shares insights on financial well-being and the value of investing in oneself, inspiring others to achieve both personal and financial prosperity.

London-based

Tom Kesterton is a highly skilled financial planner with over a decade of experience in wealth management, investment planning, and financial services. Specialising in helping individuals, families, and business owners take control of their finances with less stress and more confidence, Tom is committed to turning financial aspirations into actionable goals through tailored, holistic strategies. Drawing on his BA (Hons) in International Finance and Capital Market Studies and his designation as a Chartered Wealth Manager, Tom combines technical expertise with a personable approach. His career has included roles at prestigious firms such as Artemis Investment Management, Quilter Cheviot, and Columbia Threadneedle, where he honed his skills in asset management, tax planning, and client relations. Tom works closely with clients at every stage of life, from young professionals managing their first payslips to families navigating complex financial decisions, and retirees focused on estate planning. He offers solutions in areas like retirement planning, life insurance, and mortgage advice, leveraging his deep knowledge of tax-efficient wealth preservation and growth strategies. Passionate about education and empowerment, Tom regularly shares financial insights on his blog and LinkedIn, covering topics like inheritance tax planning, retirement readiness, and the importance of insurance. His approachable, reliable nature has earned him endorsements for his trustworthiness, conscientiousness, and technical proficiency from colleagues and clients alike.

London & Hertfordshire Based

Tariq Shaikh is an experienced investment management professional with a career spanning over two decades. Currently serving as Head of Investment Management at Fowler Drew Limited, Tariq specializes in bespoke financial planning and portfolio strategies for high-net-worth individuals, families, and businesses. Before joining Fowler Drew, Tariq founded TQS Financial Consulting Ltd, where he advised on regulatory compliance, market-abuse investigations, and quantitative trading strategies. His earlier career includes leadership roles such as Head of UK Corporate Credit Trading at Goldman Sachs and Head of Sterling Credit Trading at UBS Investment Bank, where he honed his expertise in global markets and strategic investments. Tariq holds a Master of Arts in Modern and Medieval Languages from the University of Cambridge. Outside work, he enjoys mentoring aspiring financial professionals and staying informed about the ever-evolving landscape of capital markets.

William Cronin is a seasoned independent financial advisor based in London with a focus on helping individuals and families achieve financial security and meet lifestyle goals. He began his career specializing in life insurance and income protection and has since evolved into a fully qualified holistic advisor. William assists clients in navigating critical financial decisions, such as retirement planning, investment strategy, and personal financial goals. At Corporate Financial Resources, a family-run firm with over 30 years of experience, William leverages the "whole of the market" approach to craft personalized financial plans. His services include budgeting, retirement planning, tax advisory, and financial analysis, ensuring clients receive tailored, unbiased advice that aligns with their unique needs. With qualifications from The London Institute of Banking & Finance, including advanced certifications in financial advice and regulation, William is committed to building long-term relationships founded on trust and transparency. For those seeking to explore their financial options or have questions about their financial future, William offers an informal conversation to see how he can help tailor a plan that meets their objectives.

Truly independent

Based in Dubai, Christo Arundel is a dedicated financial adviser with St. James's Place, specialising in helping individuals, families, and businesses navigate their financial futures with clarity and confidence. With a solid background in financial planning from his time at Lester Brunt Wealth Management, Christo brings a holistic approach to wealth management, focusing on bespoke strategies tailored to each client’s unique goals. Christo is passionate about demystifying financial decisions, and providing clients with a clear roadmap to achieve both short- and long-term objectives. From retirement planning to wealth building, he believes in creating personalised financial plans that allow clients to concentrate on the aspects of life that matter most. His expertise and personable approach have earned him a reputation for honesty, professionalism, and dedication, with many clients recommending him for his commitment to finding the right investment solutions. Featured in publications like the Khaleej Times, Christo continues to be an influential voice in wealth management across the Middle East, championing the importance of a structured, client-focused financial plan.

Dubai-based

Aleem Nijabat is a dedicated financial planner and partner at Foster Denovo, based in London, with a focus on delivering high-quality investment planning, financial protection, and tax-efficient strategies. With expertise in working with business owners, city professionals, and family estates, Aleem tailors bespoke plans that address both immediate and long-term financial goals. Aleem takes a holistic approach to financial planning, emphasising the importance of intergenerational wealth and financial literacy for families. He encourages open discussions with clients and their families to ensure alignment across generations, aiming to foster financial responsibility and security. Known for his commitment to client-centric service, Aleem guides his clients through market shifts, helping them balance growth and income strategies for optimised portfolio performance. With qualifications from The Chartered Institute for Securities & Investment, Aleem brings both knowledge and empathy to his role, making him a trusted adviser for those looking to secure and grow their wealth responsibly.

London-based

David Rodricks is a Chartered Financial Planner and Partner at Foster Denovo in London, bringing extensive expertise to his role in financial planning and advisory. Known for his client-centric approach, David tailors each financial plan to meet both short- and long-term needs, working with individuals and business owners alike. His areas of expertise include retirement planning, tax-efficient strategies, investment protection, and mortgage advice. With a career spanning over a decade, David is dedicated to empowering clients through informed financial decisions, helping them secure their futures with confidence. His past experience, including as a Pension Specialist with Quilter Financial Advisers, combined with his extensive knowledge of the property sector, allows him to offer comprehensive financial guidance that is both strategic and adaptable. David's commitment to delivering high-quality service is evident in his proactive approach to financial planning. He continuously keeps clients updated on their portfolios, ensuring they have the insights needed to make well-informed decisions. With a focus on building lasting relationships, David is proud to be a trusted adviser across generations, helping families and businesses navigate the complexities of wealth management.

London-based

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Natalie started her career in finance in 2017 as an intern at a financial advice firm. in the last seven years Natalie has worked as an assistant, a planning consultant and finally became an adviser in early 2022. Since becoming an adviser Natalie has been able to apply her deep knowledge of the industry to help clients become more tax-efficient and improve their investment returns.

Angelo Crisafulli is a highly experienced Private Wealth Manager with over two decades of expertise in managing investments and providing wealth planning advice to high-net-worth and ultra-high-net-worth individuals. Angelo works with a select number of private clients and families, offering personalized financial strategies that are tailored to their unique needs and goals. His client-centric approach focuses on delivering exceptional investment thinking and creating comprehensive wealth management solutions. Before transitioning into his current role, Angelo spent several years as a Senior Fund Manager at prestigious global investment firms, where he was responsible for managing international equity and flexible funds. His career includes positions at Anima SGR, DWS Investments, and Pairstech, where he developed a deep understanding of portfolio construction, asset allocation, and investment manager oversight. Angelo offers a wide range of services, including tax planning, pension consulting, estate and succession planning, and sophisticated investment strategies. He works closely with clients to streamline their finances, manage their assets, and develop strategies that safeguard their wealth and secure their financial future. Angelo holds a Master’s degree in Economics from Università Bocconi and a Master’s in Engineering and Industrial Management from Politecnico di Milano. He also holds the Investment Advice Diploma (IAD) and other financial certifications, positioning him as a trusted financial expert for high-net-worth clients.

Chris Miles is an experienced Independent Financial Adviser who specializes in helping retirement planners, business owners, shareholders, and affluent professionals achieve financially secure and meaningful lives. With a client-centered approach, Chris simplifies financial planning and provides personalized advice in areas such as goal setting, investment strategies, retirement planning, tax optimization, and estate planning. Chris works closely with his clients to define financial goals, create detailed retirement plans, and ensure their investments are aligned with their risk preferences. He is also dedicated to helping clients minimize their tax liability, safeguard their wealth for future generations, and make informed decisions that support their long-term financial health. With over two decades of experience in the financial services industry, Chris has held various advisory roles and has a deep understanding of investment, pension, and tax planning. His passion for delivering independent advice is matched by his commitment to building strong, lasting relationships with clients. He holds a degree in English Literature and History from the University of Southampton and has gained extensive financial qualifications throughout his career. Clients appreciate Chris's clear communication, expert guidance, and dedication to helping them achieve peace of mind and financial freedom.

With 20 years of experience in the financial advisory field, Kieran Bradbury is an Independent Financial Adviser who specializes in helping individuals create robust retirement plans, manage investments, and navigate complex tax planning. Kieran is dedicated to providing personalized financial advice, ensuring that his clients feel heard and supported throughout the process. Kieran offers clear and customized investment strategies that align with each client’s risk tolerance and long-term goals. He also helps clients consolidate and review their retirement plans, ensuring a secure future, and provides effective tax planning strategies to minimize liabilities and maximize savings. Having left a large financial services firm to become independent, Kieran now offers impartial advice tailored to each client’s unique needs. His empathetic and patient approach has helped clients overcome challenges such as confusion about investment choices, uncertainty in retirement planning, and managing complex tax scenarios. Kieran has guided many clients toward achieving their financial goals, including helping young professionals accelerate homeownership and early retirement, advising business owners on tax-efficient strategies for purchasing office space, and assisting retirees in restructuring assets for a reliable income stream in retirement.

Michael Willgrass has over a decade of experience in financial services, offering expert advice in wealth management, investment strategies, and tax planning. His extensive background in the sector allows him to guide clients through complex financial decisions, particularly professionals in private equity and finance. Michael is committed to building long-term relationships, focusing on customized, transparent advice that maximizes wealth potential. He holds a BSc in Economics from the University of Sheffield and has also completed leadership training at Harvard Business School, adding to his well-rounded financial expertise.

London-based

Tim has circa 25 years in the financial services industry and is passionate in delivering bespoke advice coupled with the highest levels of personal service.With a focus on retirement and investment planning, he has a wealth of experience to understand his clients’ needs and provides tailored financial solutions to achieve their goals.

Myles Deniran, DipPFS, Cert SMP, is a Private Wealth Adviser with a strong focus on building long-term, trusted relationships with his clients. Specializing in holistic financial planning, tax optimization, and wealth management, Myles works extensively with financial services professionals, legal professionals, and business owners across various industries. He provides a wide range of services including wealth planning advice for business owners and senior executives, pension consulting, estate and inheritance tax planning, and high-net-worth insurance and mortgage solutions. Additionally, Myles offers customized investment strategies, portfolio construction, and investment manager oversight to help clients achieve their unique financial objectives. Before stepping into his current role, Myles served as a Wealth Business Consultant and held multiple positions over four years with a prominent investment firm. He holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Bachelor of Science in Economics from Birkbeck, University of London. With his extensive experience and qualifications, Myles is dedicated to helping clients secure their financial future through strategic planning and personalized investment solutions.

I studied Accounting and Finance at Loughborough University, and then embarked on a successful career in Broking. I have a wealth of knowledge and great interest in the worldwide stock markets, which very much forms part of my day-to-day knowledge requirements within my current business.‍I started my business in 2015, after achieving Partner status at St. James’s Place Wealth Management, which is a FTSE 100 financial company in the UK. Now, as the owner and Director of Enver Wealth Management, Partner Practice of St. James’s Place, I work with a broad range of clients from different backgrounds and ages, providing high quality financial advice on various aspects of wealth management. My clients consist of working professionals, business owners, retired individuals, through to footballers and individuals from the entertainment industry.‍My passion is people – and I take great pleasure in building relationships with different individuals. My emphasis is on maintaining a long-term relationship with all of our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

I’m Ollie and I love helping people plan for their financial futures. I’m a relaxed and responsive adviser and I take the time to really understand my clients in order to give the most tailored and relevant financial advice. I look to build trusted and enduring relationships with my clients and make every effort to earn the right to be their financial adviser over the long term as priorities will change over time.My route to becoming a financial adviser started with my fascination in the financial world at a young age and formed more fully as I studied for my Economics degree. I went on to have a successful career in the corporate world where I held senior management positions in the Gaming industry. I became a financial adviser in 2021. More recently I was delighted to be named in The Times/ VouchedFor supplement of ‘TopFinancial advisers’ for 2023.

I’m Yasin and I love helping people plan for their financial futures. I’m a relaxed and responsive adviser and I take the time to really understand my clients in order to give the most tailored and relevant financial advice. I look to build trusted and enduring relationships with my clients and make every effort to earn the right to be their financial adviser over the long term as priorities will change over time.My route to becoming a financial adviser started with my fascination in the financial world at a young age and formed more fully as I studied for my Law & Business degree.

With an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute, Dominic is now is working to achieve Chartered Financial Planner status. His strengths are his ability to listen and understand his clients needs, helping them to understand the value of proper financial planning, and his ability to present his advice in a clear and simple manner. He has guided many of his clients through major life events such as retirement, divorce, or selling a business.

Dan is a Diploma qualified Independent Financial Adviser specialising in pension and investment planning.He enjoys engaging with clients to build long term relationships with a focus on creating and implementing a bespoke financial plan which includes helping clients navigate different stages of life and achieve the best outcomes. He is currently working towards Chartered status.Outside of work, he loves spending time with his wife, children and his dog Oppo. He has always enjoyed sport of all kinds, playing golf when he can, running and watching the Formula 1.

With an Honours Degree from the University of Worcester and a Diploma in Financial Planning from the Chartered Insurance Institute, Lawrence is now working to achieve Chartered Financial Planner status. His strengths are his ability to listen and understand his clients' needs, helping them to understand the value of proper financial planning, and his ability to present his advice in a clear and simple manner. He has guided many of his clients through major life events such as retirement, divorce, or selling a business.

Dominique started hear career in finance in 2008. Over the last sixteen years Dominique has progressed through the rolls of administrator, Personal assistant, Paraplanner, report writer and now financial adviser. Dominique's experience gives her an excellent understanding of every part of the advice process and allows her to deliver an unparalleled experience to her clients.

Daniel is one of the most experienced advisers on the Trusted Advisor network. Daniel has spent the last fifteen years in financial services. In that time Daniel has worked at Bloomberg, Goldman Sachs and held the Chief Advisory Officer position at a large advisory firm before launching his own company Atlas Wealth.

Richard Thorne is a Private Client Wealth Adviser with over 8 years of experience in the financial services industry, Richard specializes in helping senior city executives and high-net-worth individuals enhance their financial plans to achieve their long-term goals. His expertise spans across comprehensive financial planning, wealth management, and strategic investment advice. Passionate about simplifying financial complexities for his clients, Richard provides bespoke solutions tailored to individual needs, ensuring they have the peace of mind to focus on their careers and personal lives. Richard advises clients on a wide range of financial matters, including pre- and post-sale tax planning for business owners, wealth management for key executives, pension consulting, estate and succession planning, and sophisticated gifting strategies. He also offers customised portfolio strategies that align with his clients' unique financial goals and objectives.