People
Management Team
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Client Directors
Adam Benskin
CEO/Co-founder
John Halley
Executive Director/Co-founder
William Buckley
Senior Client Director
Linda Kozlowska
Technical Director



Jasmeet Rooprai
Head of Financial Planning Support




Thomas Fitzgerald O’Connor
Senior Client Director






Kate Atherton
Operations Manager






Lily Dear
Office Administrator






Abbie Holmes
Operations and Accounts Manager






Vedanta Patel
Financial Planning Support




Alistair Butt
Executive Director
Paraplanning & Administration
Investment Services
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International
