A dedicated team of specialists, dedicated to your financial objectives.

Our Team

It’s all about connection, integrity and trust! We understand that finances are a personal matter. With over 100 professionals, from all walks of life, our team is enthusiastic and driven, committed to providing a high-quality and helpful personal service.

Management Team

Stanley Morrinson

Managing Partner

Stanley Morrinson

Managing Partner

Having started his career as an administrator at a prominent Practice within St. James's Place, Stanley rapidly grew to becoming a Partner of a Principal Partner Practice, managing over £50m of private clients’ wealth.

Karl Davies

Partner and CBDO

Karl Davies

Partner and CBDO

Karl comes from a marketing and administrative background, having worked for St. James’s Place since 2012. Karl is responsible for the Practice’s Business Development initiatives, ensuring sustainable growth in the business and ongoing development of the service clients receive.

Tyron Edmonds

CFO

Tyron Edmonds

CFO

Tyron is responsible for finance, strategy and stakeholder management. He has over 10 years of experience in the wealth management industry. Prior to joining Morrinson Wealth Management he was the Chief Finance Officer and Partner of a boutique wealth management firm based in London.

Nneka Orji

COO

Nneka Orji

COO

Nneka’s responsibilities include Operations, Innovation, Compliance, People and Culture – with a focus on efficiency and the long-term sustainable growth of the Practice. Prior to joining Morrinson Wealth Management, Nneka spent almost 10 years’ experience in Consulting where she delivered strategic and operational programmes in a number of Financial Services organisations.

Stanley Morrinson

Managing Partner

Having started his career as an administrator at a prominent Practice within St. James's Place, Stanley rapidly grew to becoming a Partner of a Principal Partner Practice, managing over £50m of private clients’ wealth.

Karl Davies

Partner and CBDO

Karl comes from a marketing and administrative background, having worked for St. James’s Place since 2012. Karl is responsible for the Practice’s Business Development initiatives, ensuring sustainable growth in the business and ongoing development of the service clients receive.

Tyron Edmonds

CFO

Tyron is responsible for finance, strategy and stakeholder management. He has over 10 years of experience in the wealth management industry. Prior to joining Morrinson Wealth Management he was the Chief Finance Officer and Partner of a boutique wealth management firm based in London.

Nneka Orji

COO

Nneka’s responsibilities include Operations, Innovation, Compliance, People and Culture – with a focus on efficiency and the long-term sustainable growth of the Practice. Prior to joining Morrinson Wealth Management, Nneka spent almost 10 years’ experience in Consulting where she delivered strategic and operational programmes in a number of Financial Services organisations.

Wealth Consultants

Nico Sarolli

Senior Partner

Nico Sarolli

Senior Partner

Nico has over 7 years’ experience working within the Wealth Management sector. He understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Nico believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Jonathan Barker

Partner

Jonathan Barker

Partner

Jonathan strives to deliver a personal and specialised service by building long-term relationships with his clients to ensure his recommendations remain considered, up-to-date and best suited to their needs.

Jonathan's focus is to create a more secure financial future for yourself, your loved ones or business by providing a service that is marked by professionalism, quality, care and expertise.

Maria Psarra

Partner

Maria Psarra

Partner

Maria has a comprehensive level of experience and knowledge having worked in financial services for almost 10 years.

Maria understands how very few people have the time or resources to manage their financial affairs properly and consistently on a year by year basis. Maria provides a wide range of personally tailored wealth management services for private individuals, designed to meet each individual client’s objectives over the long term. Maria’s emphasis is on maintaining proactive long-term relationships, preservation and growth of wealth, as well as utilising tax efficient shelters, all under an umbrella of trusted advice.

Above all, Maria wishes to offer her clients financial security, peace of mind and trust.

Sajan Chugani

Partner

Sajan Chugani

Partner

Sajan is focused on providing proactive wealth management which includes the preservation and growth of capital whilst utilising tax efficient shelters, where appropriate, in helping his clients to achieve their financial goals and aspirations. Sajan strives to make his client’s money work as hard as it possibly can to meet their goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Nico Sarolli

Senior Partner

Nico has over 7 years’ experience working within the Wealth Management sector. He understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Nico believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Jonathan Barker

Partner

Jonathan strives to deliver a personal and specialised service by building long-term relationships with his clients to ensure his recommendations remain considered, up-to-date and best suited to their needs.

Jonathan's focus is to create a more secure financial future for yourself, your loved ones or business by providing a service that is marked by professionalism, quality, care and expertise.

Maria Psarra

Partner

Maria has a comprehensive level of experience and knowledge having worked in financial services for almost 10 years.

Maria understands how very few people have the time or resources to manage their financial affairs properly and consistently on a year by year basis. Maria provides a wide range of personally tailored wealth management services for private individuals, designed to meet each individual client’s objectives over the long term. Maria’s emphasis is on maintaining proactive long-term relationships, preservation and growth of wealth, as well as utilising tax efficient shelters, all under an umbrella of trusted advice.

Above all, Maria wishes to offer her clients financial security, peace of mind and trust.

Sajan Chugani

Partner

Sajan is focused on providing proactive wealth management which includes the preservation and growth of capital whilst utilising tax efficient shelters, where appropriate, in helping his clients to achieve their financial goals and aspirations. Sajan strives to make his client’s money work as hard as it possibly can to meet their goals.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Nick Dunne

Partner

Nick Dunne

Partner

Nick has worked in financial services for over five years, providing tailored financial advice to City professionals, Directors and Business owners across London.

Nick understands how few people have the time to manage their financial affairs effectively, and even if they do find the time, lack the right tools and expertise to plan as they should.

Planning for the future, whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Nick ensures his clients are well looked after with a bespoke financial plan that can help achieve their goals. He focuses on building long-term relationships with his clients to ensure recommendations remain suited to their needs now, and into the future.

William Scholfield

Partner

William Scholfield

Partner

William’s focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct solid financial foundations so they can achieve their goals and thus spend more time doing the things they enjoy.

His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and tax-efficient way.

William conducts his advice in a concise, efficient and effective manner, as he understands that in the modern world, busy Executives often struggle to find the time to plan and review their financial structure on a consistent basis.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Katy Brown

Partner

Katy Brown

Partner

Katy works mainly with City professionals, Directors and business owners. She believes that planning and securing a financial future for you, your family and your business is very much a collaborative undertaking.

For each of her clients, Katy agrees a bespoke plan which is tailored to the individual and is designed to help each client meet his or her financial goals and achieve financial security. She meets with her clients regularly to re-assess what is important to them and to re-evaluate plans in light of changing priorities, goals and legislation.

William Martin

Partner

William Martin

Partner

William's clients are made up of Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. They do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.

William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.

He is able to advise his clients on the following:

  • Pension planning

  • Investment planning

  • Business & Personal protection

  • Trusts*

*Trusts are not regulated by the Financial Conduct Authority.

Nick Dunne

Partner

Nick has worked in financial services for over five years, providing tailored financial advice to City professionals, Directors and Business owners across London.

Nick understands how few people have the time to manage their financial affairs effectively, and even if they do find the time, lack the right tools and expertise to plan as they should.

Planning for the future, whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Nick ensures his clients are well looked after with a bespoke financial plan that can help achieve their goals. He focuses on building long-term relationships with his clients to ensure recommendations remain suited to their needs now, and into the future.

William Scholfield

Partner

William’s focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct solid financial foundations so they can achieve their goals and thus spend more time doing the things they enjoy.

His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and tax-efficient way.

William conducts his advice in a concise, efficient and effective manner, as he understands that in the modern world, busy Executives often struggle to find the time to plan and review their financial structure on a consistent basis.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Katy Brown

Partner

Katy works mainly with City professionals, Directors and business owners. She believes that planning and securing a financial future for you, your family and your business is very much a collaborative undertaking.

For each of her clients, Katy agrees a bespoke plan which is tailored to the individual and is designed to help each client meet his or her financial goals and achieve financial security. She meets with her clients regularly to re-assess what is important to them and to re-evaluate plans in light of changing priorities, goals and legislation.

William Martin

Partner

William's clients are made up of Directors, Managing Directors & Partners from Accountancy, Law, Private Equity firms and contractors in the IT industry. They do not have the time due to work and family commitments, nor the expertise, experience and resources to ensure that their financial wellbeing is being well looked after consistently year after year.

William makes sure his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.

He is able to advise his clients on the following:

  • Pension planning

  • Investment planning

  • Business & Personal protection

  • Trusts*

*Trusts are not regulated by the Financial Conduct Authority.

Giles Game

Partner

Giles Game

Partner

Giles is an Oxford graduate and CFA charterholder with twenty years’ experience in financial services. He previously worked as a fund manager and before joining Morrinson Wealth was an IFA.

Giles believes that the client-adviser relationship is based on trust, and enjoys establishing this over time by developing his understanding of client needs and using his knowledge to meet them.

Ardian Cela

Partner

Ardian Cela

Partner

Ardian strives to give you peace of mind, help with tax planning, and protect you and your family.

Ardian helps people achieve better long-term financial outcomes by providing a personal and comprehensive Wealth Management service to individuals, families and businesses; his advice is specifically tailored to meet each client's personal and/or business objectives.

Ardian strives to build strong meaningful relationships with clients, and his emphasis remains on maintaining a long-term relationship with his clients and providing them with a source of trusted, professional, quality advice as their financial needs evolve over the years.

Duncan Wilkins

Partner

Duncan Wilkins

Partner

Duncan has provided financial advice for over 15 years and has had roles in life assurance, mortgage brokering and independent advice. He also has experience in managing a financial services department.

Duncan has an in-depth knowledge of the industry and takes pride in being able to offer alternative ideas and solutions. He is focussed on building long term relationships with his clients and is adept at explaining difficult concepts in a clear and relaxed manner.

Duncan believes that Morrinson Wealth Management provides the necessary support and infrastructure for him to deliver an excellent service to his clients. He values the firm’s commitment to service quality and client centric culture.

When work permits he follows his interests in ancient history, science, economics, skiing and fitness.

Tom Noyes-Lewis

Partner

Tom Noyes-Lewis

Partner

Tom’s clients are made up of Directors, Managing Directors & Partners from Accountancy, Consulting, Banking and Real Estate firms and contractors within the IT industry. Tom strives to deliver a personal and specialised service to clients by building long-term relationships with his clients and construct solid financial plans to meet their goals and objectives, whether this is school fees planning, retirement or investment planning or indeed inheritance tax planning.

Tom’s clients typically face the constant battle of not having enough time with work and family commitments to keep on top their financial plans and review their financial structure on a consistent basis - Tom eradicates this stress by ensuring his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.

Giles Game

Partner

Giles is an Oxford graduate and CFA charterholder with twenty years’ experience in financial services. He previously worked as a fund manager and before joining Morrinson Wealth was an IFA.

Giles believes that the client-adviser relationship is based on trust, and enjoys establishing this over time by developing his understanding of client needs and using his knowledge to meet them.

Ardian Cela

Partner

Ardian strives to give you peace of mind, help with tax planning, and protect you and your family.

Ardian helps people achieve better long-term financial outcomes by providing a personal and comprehensive Wealth Management service to individuals, families and businesses; his advice is specifically tailored to meet each client's personal and/or business objectives.

Ardian strives to build strong meaningful relationships with clients, and his emphasis remains on maintaining a long-term relationship with his clients and providing them with a source of trusted, professional, quality advice as their financial needs evolve over the years.

Duncan Wilkins

Partner

Duncan has provided financial advice for over 15 years and has had roles in life assurance, mortgage brokering and independent advice. He also has experience in managing a financial services department.

Duncan has an in-depth knowledge of the industry and takes pride in being able to offer alternative ideas and solutions. He is focussed on building long term relationships with his clients and is adept at explaining difficult concepts in a clear and relaxed manner.

Duncan believes that Morrinson Wealth Management provides the necessary support and infrastructure for him to deliver an excellent service to his clients. He values the firm’s commitment to service quality and client centric culture.

When work permits he follows his interests in ancient history, science, economics, skiing and fitness.

Tom Noyes-Lewis

Partner

Tom’s clients are made up of Directors, Managing Directors & Partners from Accountancy, Consulting, Banking and Real Estate firms and contractors within the IT industry. Tom strives to deliver a personal and specialised service to clients by building long-term relationships with his clients and construct solid financial plans to meet their goals and objectives, whether this is school fees planning, retirement or investment planning or indeed inheritance tax planning.

Tom’s clients typically face the constant battle of not having enough time with work and family commitments to keep on top their financial plans and review their financial structure on a consistent basis - Tom eradicates this stress by ensuring his clients have a solid financial plan that is regularly reviewed which allows them to re-stratagise if markets or personal circumstances change.

Joshua Lawrence

Partner

Joshua Lawrence

Partner

Joshua is a Chartered Member of the CISI and specialises in Investment Management. Having worked on multiple trading floors across the city of London; including Foreign Exchange, Derivatives and Equities, he recognises first-hand how few people have the time and expertise to manage their financial affairs effectively and respond appropriately to macroeconomic developments.

Joshua aims to replace complexity with competence and peace of mind. He combines his experience with creative tax-planning to help his clients to manage risk, grow their wealth and achieve their objectives.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Mike Ewers

Partner

Mike Ewers

Partner

I have worked in the financial services arena since 2005, originally as a mortgage adviser, which gave me a vital grounding in dealing with people and helping them find the right solution. In 2007 I became a fully qualified financial adviser and this meant that I could now help people with their investment planning, retirement planning and protection needs.

I have been working with St. James’s Place since January 2009. My focus is always to develop and maintain long term relationships with my clients, offering a holistic level of service. Every client is individual and therefore should receive a bespoke service, tailored to their individual needs whether they are a younger person starting out on the property ladder or a more affluent person looking to place a considerable lump sum of money.

The team at Morrinson Wealth Management pride ourselves on the service we provide and we are always prepared to give that little bit extra. This approach regularly leads to new introductions from clients to members of their friends and family who are attracted to the excellent St. James’s Place proposition.

We also undertake client events on a regular basis and we view these as a superb way to reward our clients for the trust they have shown in us in looking after their financial affairs.

Outside of work I enjoy watching football, swimming, going on short European city breaks and socialising with friends.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Andrew Highfield

Partner

Andrew Highfield

Partner

Andrew focuses on providing incredible value to his clients, their family, loved ones and possible businesses through the advice he gives. He specialises in working with busy professionals to enable them to meet their personal, family and business/career goals in an ever-changing world and legislative landscape.

Andrew is efficient, coherent and succinct in the advice he gives, in order to maximise the value he provides in a world where time is a very scarce resource, without detracting from the quality and importance of the work that he delivers.

Andrew is incredibly passionate about educating his clients with a strong focus on personal engagement and relationship building.

Seif Abdelhafez

Senior Associate

Seif Abdelhafez

Senior Associate

Seif has over 8 years’ of experience in providing clients with tailor-made and holistic financial planning. He has helped business owners and managing directors to construct solid financial foundations so they can achieve their goals and thus spend more time doing the things they enjoy.

His aim is to understand his clients’ goals and aspirations and plan towards making those goals happen. He believes that with the right guidance and expertise, every individual should be able to achieve financial security and peace of mind.

Joshua Lawrence

Partner

Joshua is a Chartered Member of the CISI and specialises in Investment Management. Having worked on multiple trading floors across the city of London; including Foreign Exchange, Derivatives and Equities, he recognises first-hand how few people have the time and expertise to manage their financial affairs effectively and respond appropriately to macroeconomic developments.

Joshua aims to replace complexity with competence and peace of mind. He combines his experience with creative tax-planning to help his clients to manage risk, grow their wealth and achieve their objectives.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Mike Ewers

Partner

I have worked in the financial services arena since 2005, originally as a mortgage adviser, which gave me a vital grounding in dealing with people and helping them find the right solution. In 2007 I became a fully qualified financial adviser and this meant that I could now help people with their investment planning, retirement planning and protection needs.

I have been working with St. James’s Place since January 2009. My focus is always to develop and maintain long term relationships with my clients, offering a holistic level of service. Every client is individual and therefore should receive a bespoke service, tailored to their individual needs whether they are a younger person starting out on the property ladder or a more affluent person looking to place a considerable lump sum of money.

The team at Morrinson Wealth Management pride ourselves on the service we provide and we are always prepared to give that little bit extra. This approach regularly leads to new introductions from clients to members of their friends and family who are attracted to the excellent St. James’s Place proposition.

We also undertake client events on a regular basis and we view these as a superb way to reward our clients for the trust they have shown in us in looking after their financial affairs.

Outside of work I enjoy watching football, swimming, going on short European city breaks and socialising with friends.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Andrew Highfield

Partner

Andrew focuses on providing incredible value to his clients, their family, loved ones and possible businesses through the advice he gives. He specialises in working with busy professionals to enable them to meet their personal, family and business/career goals in an ever-changing world and legislative landscape.

Andrew is efficient, coherent and succinct in the advice he gives, in order to maximise the value he provides in a world where time is a very scarce resource, without detracting from the quality and importance of the work that he delivers.

Andrew is incredibly passionate about educating his clients with a strong focus on personal engagement and relationship building.

Seif Abdelhafez

Senior Associate

Seif has over 8 years’ of experience in providing clients with tailor-made and holistic financial planning. He has helped business owners and managing directors to construct solid financial foundations so they can achieve their goals and thus spend more time doing the things they enjoy.

His aim is to understand his clients’ goals and aspirations and plan towards making those goals happen. He believes that with the right guidance and expertise, every individual should be able to achieve financial security and peace of mind.

Nick Cook

Senior Associate

Nick Cook

Senior Associate

Nick has worked in the wealth management sector for over 6 years providing bespoke advice to his clients both in the UK and overseas. Nick understands that few people have the time or the inclination to plan their finances effectively, efficiently and most importantly consistently. As a result, Nick takes the time to get to know his clients by establishing their aims, objectives and priorities and constructs a solid financial plan so his clients can spend more time doing the things they enjoy, safe in the knowledge that their financial affairs are being actively managed.

Nick conducts his advice in a professional, effective and pro-active manner ensuring that the client is at the very core of everything he does. He meets with his clients regularly to ensure that their financial planning is up to speed with ever-changing goals, legislation and regulation.

Ben May

Senior Associate

Ben May

Senior Associate

Ben’s focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct solid financial foundations so they can achieve their future goals and spend more time doing the things they love.

His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and most tax-efficient way.

Ben provides advice in a clear, efficient and effective manner, as he understands that in the modern world, busy individuals often struggle to find the time to plan and review their financial structures on a regular basis.

When work permits, he follows his interests in fitness, football, golf and music.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Helen Ewers

Senior Associate

Helen Ewers

Senior Associate

I have devoted my career to helping my clients achieve their goals and recognise their full financial potential. I have vast financial experience having worked in financial services all my working life, working in Halifax and Lloyds TSB before moving to J Rothschild Assurance Group which is now St. James’s Place Wealth Management.

My objective is to provide a life-long commitment and relationship to all my clients, offering a wide range of services to benefit them throughout their lives. I do not provide a generic service and will advise my clients according to their needs and objectives. I will spend time getting to know my clients and their own unique situations before advising the best solution for them.

Outside of work, I enjoy walking around the countryside, taking European city breaks and the occasional long haul holiday, taking weekend retreats to my apartment on the South Coast and watching my favourite football team.

Elliott Bray

Senior Associate

Elliott Bray

Senior Associate

Elliott focuses on providing financial planning to his clients through a long term holistic approach. He likes to work closely with his clients to determine what their goals and objectives are financially. Elliott will look to achieve financial security and freedom for his clients taking in to account short, medium and long term goals, as well as dealing with unexpected life events.

With integrity and trust at the heart of his business, Elliott looks to build strong, long-term relationships with his clients, and enjoys working with a wide range of individuals from banking to law. He understands that financial planning looks different for all and is able to adapt to the ever changing needs of his clients.

Nick Cook

Senior Associate

Nick has worked in the wealth management sector for over 6 years providing bespoke advice to his clients both in the UK and overseas. Nick understands that few people have the time or the inclination to plan their finances effectively, efficiently and most importantly consistently. As a result, Nick takes the time to get to know his clients by establishing their aims, objectives and priorities and constructs a solid financial plan so his clients can spend more time doing the things they enjoy, safe in the knowledge that their financial affairs are being actively managed.

Nick conducts his advice in a professional, effective and pro-active manner ensuring that the client is at the very core of everything he does. He meets with his clients regularly to ensure that their financial planning is up to speed with ever-changing goals, legislation and regulation.

Ben May

Senior Associate

Ben’s focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct solid financial foundations so they can achieve their future goals and spend more time doing the things they love.

His knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and most tax-efficient way.

Ben provides advice in a clear, efficient and effective manner, as he understands that in the modern world, busy individuals often struggle to find the time to plan and review their financial structures on a regular basis.

When work permits, he follows his interests in fitness, football, golf and music.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Helen Ewers

Senior Associate

I have devoted my career to helping my clients achieve their goals and recognise their full financial potential. I have vast financial experience having worked in financial services all my working life, working in Halifax and Lloyds TSB before moving to J Rothschild Assurance Group which is now St. James’s Place Wealth Management.

My objective is to provide a life-long commitment and relationship to all my clients, offering a wide range of services to benefit them throughout their lives. I do not provide a generic service and will advise my clients according to their needs and objectives. I will spend time getting to know my clients and their own unique situations before advising the best solution for them.

Outside of work, I enjoy walking around the countryside, taking European city breaks and the occasional long haul holiday, taking weekend retreats to my apartment on the South Coast and watching my favourite football team.

Elliott Bray

Senior Associate

Elliott focuses on providing financial planning to his clients through a long term holistic approach. He likes to work closely with his clients to determine what their goals and objectives are financially. Elliott will look to achieve financial security and freedom for his clients taking in to account short, medium and long term goals, as well as dealing with unexpected life events.

With integrity and trust at the heart of his business, Elliott looks to build strong, long-term relationships with his clients, and enjoys working with a wide range of individuals from banking to law. He understands that financial planning looks different for all and is able to adapt to the ever changing needs of his clients.

Edwin Luther

Financial Consultant

Edwin Luther

Financial Consultant

Edwin has over eight years’ experience working within the wealth management sector. He provides advice to businesses, directors, professionals and retired clients helping them with practical solutions for the financial issues that concern them most.

Edwin understands how few people have the time or expertise to manage their financial affairs effectively on an annual basis. He believes that there are no off-the-shelf solutions, as every client's personal and financial matters are unique. Planning for the future whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Edwin’s objective is to help clients plan for a more secure financial future.

Jack Pennell

Financial Consultant

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.

Oliver Carpenter

Financial Consultant

Oliver Carpenter

Financial Consultant

Oliver provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk.

With over 5 years of international experience, including two years in NYC, he is an experienced financial consultant who focuses on building long term relationships with his clients.

Oliver is a founding trustee of the charity Scinergise and in his spare time enjoys watching sport and going to the theatre.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Zohaib Mir

Financial Consultant

Zohaib Mir

Financial Consultant

Zohaib strives to deliver value to his clients by helping them construct a clear route to financial independence.

He places great emphasis on taking a holistic approach so his clients can prioritise the things that matter most reducing unnecessary time, anxiety and even cost attempting to fix the things beyond their control.

Zohaib also understands that most individuals often struggle to find the time to plan and review their financial structures on a consistent basis. By maintaining regular contact Zohaib helps his clients remain on track for their various financial objectives.

“Without knowledge, action is useless and knowledge without action is futile”

Edwin Luther

Financial Consultant

Edwin has over eight years’ experience working within the wealth management sector. He provides advice to businesses, directors, professionals and retired clients helping them with practical solutions for the financial issues that concern them most.

Edwin understands how few people have the time or expertise to manage their financial affairs effectively on an annual basis. He believes that there are no off-the-shelf solutions, as every client's personal and financial matters are unique. Planning for the future whether for yourself, your family or for your business is one of the most important steps an individual will ever take. Edwin’s objective is to help clients plan for a more secure financial future.

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.

Oliver Carpenter

Financial Consultant

Oliver provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk.

With over 5 years of international experience, including two years in NYC, he is an experienced financial consultant who focuses on building long term relationships with his clients.

Oliver is a founding trustee of the charity Scinergise and in his spare time enjoys watching sport and going to the theatre.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Zohaib Mir

Financial Consultant

Zohaib strives to deliver value to his clients by helping them construct a clear route to financial independence.

He places great emphasis on taking a holistic approach so his clients can prioritise the things that matter most reducing unnecessary time, anxiety and even cost attempting to fix the things beyond their control.

Zohaib also understands that most individuals often struggle to find the time to plan and review their financial structures on a consistent basis. By maintaining regular contact Zohaib helps his clients remain on track for their various financial objectives.

“Without knowledge, action is useless and knowledge without action is futile”

Ben Mynard

Financial Consultant

Ben Mynard

Financial Consultant

Ben has over 4 years industry experience giving client centric bespoke advice to busy professionals in an everchanging landscape. His clients typically struggle to effectively and consistently plan, primarily due to lack of time. Ben helps clients better understand and manage their finances which have usually taken a back seat due to hectic work lives and family commitments which understandably tend to take precedence in our day to day lives.

Ben’s passion professionally is to build long term client relationships built on trust and good advice. Within the area of Financial Planning where no one client is the same and the parameters are constantly changing due to government legislation, Ben aims to alleviate some of the stress of financial uncertainty by giving clear, concise advice in layman’s terms utilising in-depth knowledge of the industry in an array of different areas such as protecting you and your family, and pension and investment planning for future generations. The ultimate objective of all his relationships is to produce the best possible solution for each client ensuring they achieve their goals and aspirations in the most efficient manner possible.

Jordan Grey

Financial Consultant

Jordan Grey

Financial Consultant

Jordan has worked in the Financial Services sector for over 8 years, and has experience in Wealth Management, Private Brokerages and Retail Banking. He enjoys working with his clients, helping them create a bespoke financial plan which aims to achieve their long-term goals and aspirations.

Having done a lot of work with Professionals and Small-Medium Sized Businesses, Jordan understands the unique challenges that clients and their families face throughout their careers and financial journeys.

Jordan also believes that the service he provides is paramount in developing a successful long-standing relationship and meets with his clients on a regular basis to review their plan and re-strategise where necessary.

Jordan focuses on a number of key areas including:

  • Pension & Retirement Planning including evaluation of existing and workplace schemes

  • Creating medium and long-term Investment Strategies

  • Reducing Tax Liabilities (Including Inheritance Tax and Estate Planning)

  • Protecting clients, their families and their businesses against Financial Risk

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Alexander Head

Financial Consultant

Alexander Head

Financial Consultant

Alexander has over 5 years’ experience working within the Financial sector. He understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Alexander believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Alexis Liatis

Financial Consultant

Alexis Liatis

Financial Consultant

Alexis understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Alexis believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Ben Mynard

Financial Consultant

Ben has over 4 years industry experience giving client centric bespoke advice to busy professionals in an everchanging landscape. His clients typically struggle to effectively and consistently plan, primarily due to lack of time. Ben helps clients better understand and manage their finances which have usually taken a back seat due to hectic work lives and family commitments which understandably tend to take precedence in our day to day lives.

Ben’s passion professionally is to build long term client relationships built on trust and good advice. Within the area of Financial Planning where no one client is the same and the parameters are constantly changing due to government legislation, Ben aims to alleviate some of the stress of financial uncertainty by giving clear, concise advice in layman’s terms utilising in-depth knowledge of the industry in an array of different areas such as protecting you and your family, and pension and investment planning for future generations. The ultimate objective of all his relationships is to produce the best possible solution for each client ensuring they achieve their goals and aspirations in the most efficient manner possible.

Jordan Grey

Financial Consultant

Jordan has worked in the Financial Services sector for over 8 years, and has experience in Wealth Management, Private Brokerages and Retail Banking. He enjoys working with his clients, helping them create a bespoke financial plan which aims to achieve their long-term goals and aspirations.

Having done a lot of work with Professionals and Small-Medium Sized Businesses, Jordan understands the unique challenges that clients and their families face throughout their careers and financial journeys.

Jordan also believes that the service he provides is paramount in developing a successful long-standing relationship and meets with his clients on a regular basis to review their plan and re-strategise where necessary.

Jordan focuses on a number of key areas including:

  • Pension & Retirement Planning including evaluation of existing and workplace schemes

  • Creating medium and long-term Investment Strategies

  • Reducing Tax Liabilities (Including Inheritance Tax and Estate Planning)

  • Protecting clients, their families and their businesses against Financial Risk

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Alexander Head

Financial Consultant

Alexander has over 5 years’ experience working within the Financial sector. He understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Alexander believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Alexis Liatis

Financial Consultant

Alexis understands how few people have the expertise or time to manage their financial affairs properly. This is especially true given our ever-changing global economy.

Alexis believes that it is essential for his clients to take control of their finances sooner rather than later with a bespoke financial plan. His expertise covers a wide spectrum of financial planning which he uses to help grow his client’s wealth over the long-term in a diversified and tax-efficient manner.

Harry Plunkett

Financial Consultant

Harry Plunkett

Financial Consultant

Harry has 4 years’ experience in the Wealth Management Sector, and focusses on building long-term relationships with his clients while providing a service that is clear, concise, and bespoke to their individual circumstances. He meets with his clients on a regular basis to review their financial plan and keep them abreast of any changes that need to be made.

He prides himself on his ability to provide clients with peace of mind, by delivering a robust financial plan that meets their goals and objectives so that they can focus on enjoying the advantages that life brings.

Outside of work, Harry is a keen outdoorsman and enjoys a variety of country pursuits.

Natalie Wood-Crainey

Financial Consultant

Natalie Wood-Crainey

Financial Consultant

Natalie has 4 years’ experience in the Wealth Management Sector and focuses on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. Natalie places great emphasis on helping her clients construct solid financial foundations so they can achieve their future goals and spend more time doing the things they love. She understands that financial planning looks different for all and can adapt to the ever-changing needs of her clients.

Natalie’s knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and most tax-efficient way.

Akash Angrish

Financial Consultant

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 client’s wealth over the long term in a diversified and tax-efficient manner.

Outside of work, Akash enjoys an active lifestyle from skiing, hiking, gym as well as a keen cook.

Peter Kalamatas

Financial Consultant

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."

Harry Plunkett

Financial Consultant

Harry has 4 years’ experience in the Wealth Management Sector, and focusses on building long-term relationships with his clients while providing a service that is clear, concise, and bespoke to their individual circumstances. He meets with his clients on a regular basis to review their financial plan and keep them abreast of any changes that need to be made.

He prides himself on his ability to provide clients with peace of mind, by delivering a robust financial plan that meets their goals and objectives so that they can focus on enjoying the advantages that life brings.

Outside of work, Harry is a keen outdoorsman and enjoys a variety of country pursuits.

Natalie Wood-Crainey

Financial Consultant

Natalie has 4 years’ experience in the Wealth Management Sector and focuses on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. Natalie places great emphasis on helping her clients construct solid financial foundations so they can achieve their future goals and spend more time doing the things they love. She understands that financial planning looks different for all and can adapt to the ever-changing needs of her clients.

Natalie’s knowledge and application of appropriate investment vehicles enables him to form strategies to help his clients’ wealth to grow in an optimal and most tax-efficient way.

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 client’s wealth over the long term in a diversified and tax-efficient manner.

Outside of work, Akash enjoys an active lifestyle from skiing, hiking, gym as well as 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."

Stephen Williams

Financial Consultant

David Shepherd

Financial Consultant

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.

James Walmsley

Financial Consultant

James Walmsley

Financial Consultant

James focuses on ensuring his clients clearly identify their financial goals and have a bespoke plan in place, that takes account of their unique set of circumstances. The primary aim of James’s approach is to make sure he delivers the very best outcomes for his clients and their families with efficient tax planning and a robust investment strategy at the heart of the process.

James has many years’ experience, during which he has developed a wealth of knowledge that he puts to use helping clients navigate the ever-changing economic environment. He has helped many senior clients across a range of industries engage with their finances and achieve financial security and peace of mind.

He understands that for many of his clients there can be a range of barriers to taking control of their financial lives, such as a lack of time, or expertise, he works with his clients to overcome these barriers and guide them along the path to financial success.

Adam Arnott

Mortgage & Protection Consultant

Adam Arnott

Mortgage & Protection Consultant

Adam has been working in financial services since 1999. Working through the peaks and troughs of the last 20 years has provided Adam with the competence and resilience to provide clients with a balanced and informed level of advice.

Mortgages, structured finance, debt advisory, development and bridge funding, commercial finance and beyond. Adam has dealt with and delivered funding from the high street, through to challenger banks, private banks, family offices and across the globe.

Outside of the office, Adam still occasionally pulls on the rugby jersey and is chairman of his local club, but loves any excuse to head off with the family to the south coast and spend the weekend on the boat sailing around Salcombe and beyond.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

James Walmsley

 

James focuses on ensuring his clients clearly identify their financial goals and have a bespoke plan in place, that takes account of their unique set of circumstances. The primary aim of James’s approach is to make sure he delivers the very best outcomes for his clients and their families with efficient tax planning and a robust investment strategy at the heart of the process.

James has many years’ experience, during which he has developed a wealth of knowledge that he puts to use helping clients navigate the ever-changing economic environment. He has helped many senior clients across a range of industries engage with their finances and achieve financial security and peace of mind.

He understands that for many of his clients there can be a range of barriers to taking control of their financial lives, such as a lack of time, or expertise, he works with his clients to overcome these barriers and guide them along the path to financial success.

Adam Arnott

Mortgage & Protection Consultant

Adam has been working in financial services since 1999. Working through the peaks and troughs of the last 20 years has provided Adam with the competence and resilience to provide clients with a balanced and informed level of advice.

Mortgages, structured finance, debt advisory, development and bridge funding, commercial finance and beyond. Adam has dealt with and delivered funding from the high street, through to challenger banks, private banks, family offices and across the globe.

Outside of the office, Adam still occasionally pulls on the rugby jersey and is chairman of his local club, but loves any excuse to head off with the family to the south coast and spend the weekend on the boat sailing around Salcombe and beyond.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Lengwe Kapotwe

Mortgage & Protection Consultant

Lengwe Kapotwe

Mortgage & Protection Consultant

Lengwe has been working in financial services since 2002. Throughout his 19 years in the industry Lengwe has pretty much seen every scenario that can be encountered so is best placed to provide clients with a top-class level service and advice.

Lengwe specialises in Mortgages working with HNW individuals, landlords with Buy to let portfolios, HMO licence holders , developers, structured finance, debt advisory, shared ownership, Help to Buy, bridging, commercial finance and overseas mortgages.

Outside of work Lengwe is a father to three boys who inherited his love for sport particularly football and athletics where they followed his footsteps into elite level academies so much of his time is spent driving between training, football matches and athletic meets.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Lengwe Kapotwe

Mortgage & Protection Consultant

Lengwe has been working in financial services since 2002. Throughout his 19 years in the industry Lengwe has pretty much seen every scenario that can be encountered so is best placed to provide clients with a top-class level service and advice.

Lengwe specialises in Mortgages working with HNW individuals, landlords with Buy to let portfolios, HMO licence holders , developers, structured finance, debt advisory, shared ownership, Help to Buy, bridging, commercial finance and overseas mortgages.

Outside of work Lengwe is a father to three boys who inherited his love for sport particularly football and athletics where they followed his footsteps into elite level academies so much of his time is spent driving between training, football matches and athletic meets.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Associates

Glyen Boakes

Associate Lead

Sam Bean

Marketing Manager

Remi Rowland

 

Paul Johnson

 

Jared Ashmole

 

Darryl Leigh

 

Harry Crux

 

Andi Zadeh

 

Joe Gerrans

 

Paul Schroter

 

Indy Dhanjal

 

Gautam Woodwal

 

Madison Syben

 

Lucy Driscoll

 

Operations

Rani Ahmed

Head of HR

Tabitha Garland

Client Operations Manager

Charlotte Hughes

Executive Operations

Madiha Butt

Executive Operations

Mark Webb

Executive Operations - Reading

Caroline Searle

Executive Assistant to the Managing Partner

Lenneisha Ewers

PA to Nneka Orji, Karl Davies and Tyron Edmonds

Sarah Moretto

PA to Nick Cook and Sajan Chugani

Sophie Nixon

PA to Maria Psarra

Emma Benson

Executive Assistant to Katy Brown

Vanessa Kyriacou

PA to Katy Brown

Manasvi Patel

Executive Assistant to Nico Sarolli

Mikayla Speed

PA to Tom Noyes-Lewis

Christine Stanton

PA to William Martin

Katie Mulcahy

PA to Elliott Bray

Holly Moore

PA to Ben May

Helen Debenham

Executive Assistant to Ardian Cela

Valter Qarri

Team Manager

Gergana Petrova

Business Development

Konstanze Wallington

Business Development

Samuel Homes

Administrative Support

Alexandra Oudot

Administrative Support

Alina Mariuta

Administrative Support

Maria Sabou

Administrative Support

Roberta Sarauskaite

Administrative Support

Dharam Varia

Administrative Support

Edward Kakaire

Administrative Support

Kate Osborn

Administrative Support

Laura Iordache

Administrative Support

Emma Burgess

Administrative Support

Phillip Nunes

Administrative Support

James Harvey-Gajda

Administrative Support

Nazia Ahmed

Administrative Support

Lauren Evans

Administrative Support

Ryan Gordon

Administrative Support

Reece Rooprai

Administrative Support

Sara Pelzman-Shah

Administrative Support

Anisa Uddin

Administrative Support

Heather Acheampong

Administrative Support

Crystal Linton

Administrative Support

Glenroy Virtue

Administrative Support

Jarryd Somerset

Administrative Support

Amelia Barnes

Administrative Support

Bethany Barton

Administrative Support – Reading

Shivani Dabasia

Administrative Support - Reading

Chandini Dudhnath

Administrative Support - Reading

Our team is ready and waiting to help you, Contact Us