The company

We hold the Corporate Chartered accreditation from the Chartered Insurance Institute and the Accredited Firm status from the Chartered Institute for Securities and Investments.

Our Team

We have chartered financial planners, an investment manager, assistant planners and support staff. Hamish Leng, Peter Gadsden, Alison Holmes and Andrew Spencer-Knight are Chartered Financial Planners; Hamish is also a Certified Financial Planner. As well as holistic financial planning, education and retirement planning we can advise on tax, trusts, pensions, insurance such as life, care and critical illness, and investments.

Hamish Leng

Chartered Financial Planner

Hamish started as a financial planner in 1980 and is now working with many of the grandchildren of his original clients. He holds the Chartered and Certified Financial Planning (CFP™) accreditation, is an Associate of the Personal Finance Society (APFS) and a Chartered Wealth Manager. He has qualifications in pensions, financial planning, tax and trusts, investments and long term care.

Natalie Burnand

Head of Investments

Natalie joined us in April 2015 to look after our clients' investments. Prior to this she worked at Cazenove Capital Management as an analyst on the multi-manager team and before that in corporate finance with J P Morgan in New York. After running a £2 billion international equity fund at SWIP she joined Aberdeen Asset Management as a fund manager on the multi-manager team. She graduated with high honour from the University of Virginia with a BA in foreign policy.

Andrew Spencer-Knight

Chartered Financial Planner

Andrew joined us in February 2018. He is a Chartered Financial Planner and has worked in the financial services industry since 2000. In his previous role, he was a pension specialist at a corporate benefits firm.

Alison Holmes

Chartered Financial Planner

Alison joined us in October 2021. She is a Chartered Financial Planner who has been working in financial planning since 2011. Prior to this, Alison spent many happy years working in investment management administration. She has a 1st class degree in Law from the Open University.

Peter Gadsden

Chartered Financial Planner

Peter joined us in September 2018. He has worked in financial planning since 2016. He has a 1st class degree in Archaeology and Ancient Civilisations from Durham University. He is a Chartered Financial Planner and is working towards becoming a Certified Financial Planner.

Carla Gardner

Assistant Planner

Carla joined us in September 2017. She has worked in financial planning since 2011. She has a degree in financial services from Manchester Metropolitan University and the diploma in regulated financial planning. She is working towards becoming a Chartered Financial Planner.

Emily Meltham

Client Services Assistant

Emily joined us in September 2018 and has worked in financial services since 2017. She holds the diploma in regulated financial planning. She holds an MA in Medieval Studies and a BA in History and Music, both from Royal Holloway (University of London).

Karen Reid

Client Services Assistant

Karen joined us in February 2017. She has worked in financial planning since 1994 and is working towards the diploma in regulated financial planning.

Emmanuel Chuku

Client Services Assistant

Emmanuel joined us in July 2021. He has been working in financial planning since 2019. He is currently working towards his diploma in regulated financial planning. He has a 2:1 in Economics from De Montfort University.

Susie Gunn

Practice Manager

Susie has helped Hamish look after his clients since 1994 (she joined the firm straight after her 11+!). She oversees the operations side of the firm and keeps everything and everyone on the right track!