Our Bristol Based Team

Max Tennant

Chairman
Chartered MCSI

Ashton Chritchlow CFP™

Managing Director
Chartered Wealth Manager

Jamie Jacobs CFP™

Director
Chartered Wealth Manager

Richard Bryant

Chartered Financial Planner

Kattrina Strothmann

Financial Planner

Gethin Richards

Financial Planner

Tamzin Howard

Company Secretary

Tim Hale

Investment Committee

Cathy Nicholson-Walker

Technical Specialist