Jack Pennell
Financial Consultant
Jack works with high level executives, city professionals and business owners across London. He focuses on building long term relationships with his clients to focus on their financial objectives and guide them through the complex landscape of financial planning.
He understands the importance of creating a robust financial plan that will provide you with an efficient and consistent approach to planning, alleviating a burden on time and utilising the relevant expertise to secure the future of your family or business. Jack works with each client individually tailoring a bespoke financial plan that is regularly reviewed going forward taking a hands-on approach should your personal situation or financial markets change.
Akash Angrish
Financial Consultant
Akash is a member of the CISI and specialises in investment management. He started his career on the trading floor in the City of London and recognises first-hand how few people have the time and expertise to manage their financial affairs effectively and respond appropriately to global macroeconomic developments.
Akash’s focus is on building long-term relationships by delivering a tailored service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct robust financial foundations so they can achieve their goals over the long term. His expertise covers a wide spectrum of financial planning which he uses to help grow his clients’ wealth over the long term in a diversified and tax-efficient manner.
Outside of work, Akash enjoys an active lifestyle from skiing, hiking, exercise as well as being a keen cook.
Peter Kalamatas
Financial Consultant
"Peter has over 15 years’ experience working within the Financial Services sector both overseas and in the UK. Having previously specialised in the Private Client Stockbroking and Portfolio Management sector, Peter truly understands the needs of busy & successful individuals and families. He is focussed on developing long term relationships with all of his clients built on a strong foundation of integrity and trust.
Peter’s focus is to deliver tailored advice to his clients, structured around the fundamentals of financial planning, and service that is professional, efficient and accessible at all times."
David Shepherd
Financial Consultant
David has worked for over a decade across Retail and Investment Banking having worked for Santander, Bank of America Merrill Lynch and Barclays. He now works exclusively with Morrinson Wealth Management. His focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning.
David recognises that the most successful people in the world have coaches. Top athletes, CEOs, Accountants, Lawyers even Doctors all have trusted advisors that help improve performance. When people want to improve their financial performance, grow their assets, optimise their taxes and reduce their expenses, he’s aware how powerful it is to have a financial advisor on your side.
He works with individuals, families, and businesses to Inform, Educate and Uncomplicate the obstacles, taxes, legislation and perception of these as insurmountable in the modern busy world.
Many of the people David works with suffer from the same issues, in that they have little time or access to the right tools and expertise to manage their financial affairs as efficiently and effectively as they would like to.
His experience across the Finance Industry allows him to use his knowledge and skill to see the bigger picture efficiently and provide expedient advice. He takes a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you, your family, and your life.
When work permits, he enjoys, depending on the season, keeping fit, cycling, playing rugby, skiing and hiking.