Our experienced and highly knowledgeable team is here to support and assist both advisers and investors. Details on our key staff members, as well as further information about the teams in which they work, can be found below.

Non-executive Directors


Jonathan Simmons
Senior Marketing Associate

Jack Dobinson
Senior Marketing Associate

Client Services

Glen Halley
Fund Operations Manager

Joel Turns
Adviser Operations Analyst

Administration and Accounting

Caroline Barnes
Executive Assistant

Henal Thanki

Eleanor Lynn

Our Partners

We have developed a range of mutually beneficial partnerships across the IHT planning journey, to provide outstanding support for advisers and their clients.