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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, Roland Baggott, 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.

Natalie Burnand

Head of Investments

Natalie Burnand

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.

Hamish Leng

Chartered Financial Planner

Hamish Leng

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™) accreditations, is an Associate of the Personal Finance Society (APFS), a Chartered Wealth Manager and a CISI Chartered Fellow (Financial Planning). He has qualifications in pensions, financial planning, tax and trusts, investments and long term care.

Roland Baggott

Chartered Financial Planner

Roland Baggott

Roland has been a financial planner since 2007. He is a Chartered Financial Planner, holds the Investment Management Certificate and has been a Fellow of the Personal Finance Society since 2020. Prior to joining us in 2023 he worked at Kleinwort Benson and at Smith & Williamson. His main expertise is in pensions and retirement, estate planning and inheritance tax (IHT), and cash flow planning.

Peter Gadsden

Chartered Financial Planner

Peter Gadsden

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.

Alison Holmes

Chartered Financial Planner

Alison Holmes

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.

Andrew Spencer-Knight

Chartered Financial Planner

Andrew Spencer-Knight

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.

Emily Meltham

Assistant Planner

Emily Meltham

Emily joined us in September 2018 and has worked in financial planning 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 Reid

Karen joined us in February 2017. She has worked in financial planning since 1994 and is working towards the Diploma in Regulated Financial Planning.

Elliot Stanley

Client Services Assistant

Elliot Stanley

Elliot joined us in March 2023. He holds an Investment Advice Diploma and is currently working towards the Diploma in Regulated Financial Planning. Elliot has a degree in Mathematics with Finance, from The University of Leeds.

Benedict Clarke

Client Services Assistant

Benedict Clarke

Benedict joined us in March 2023. He brings to the business experience from both platform provider and financial planning firms, and is studying for his Diploma in Regulated Financial Planning. Benedict holds a BA (Hons) in Historical Archaeology from the University of York.

Cathy Stevens

Client Services Assistant

Cathy Stevens

Cathy joined us in April 2023, having worked within financial planning since 2015. Cathy has a BA (Hons) degree in English & American Literature from Kent University and is working toward the Diploma in Regulated Financial Planning.

Audrey Wade

Head of Operations

Audrey Wade

Audrey has been working with the business since 2020. She is a Chartered Accountant who has worked in financial planning since 2015 following a successful career in the consumer goods and retail industries. Audrey has a degree in Economics from the University of Exeter and is a Non Executive Director of the Bourne Education Trust.

Susie Gunn

Practice Manager

Susie Gunn

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.