David has 30 years’ experience in wealth management, in the UK and internationally. He has expertise in strategy development; business build; and people and commercial leadership.
James has over 20 years’ experience in finance, including as CFO for a number of private and AIM-listed growth companies across a range of industry sectors.
Tony was an IFA for 12 years at the start of his career. For the last 20 years he’s led operations projects for leading wealth firms, including platform, operational and product strategy.
Les is a compliance and risk adviser to boards, with many years’ experience of governance, regulation and risk matters. He brings a leading perspective and valuable in-depth experience.
As a Human Resources specialist, Marc has extensive expertise in reward leadership and strategy, incentives design, benefits provision and performance management.
Raphael graduated with a masters from the London School of Economics studying Economic History, following on from an Economics degree from the University of Bristol.
Jack is an expert in managing Operational and Change functions within middle and back office teams. He currently uses his experience to support IWP as a Senior Consultant.
Lee brings over 17 years of Finance industry experience, 10 of which have been in Wealth Management. Lee has successfully created and managed many projects and programs of work across Administration, I.T. and Front Office areas.
Paul has over 24 years’ of experience in financial services and specialises in compliance and adviser competence, training and development and sales management.
Elizabeth graduated in Drama from Exeter University in 2016 and has subsequently held a variety of acting, hospitality and admin roles. Elizabeth brings strong communication skills along with experience in Social Media.
Ama has worked in the finance department of various private equity firms focusing on fund and corporate accounting. Ama qualified as a Chartered Certified Accountant in 2016 and is a member of the Association of Chartered Certified Accountants.
Yau is a Chartered Accountant and has over 20 years’ experience in finance, including setting up and running finance teams for SMEs and growing businesses.
Alexander has over 10 years’ experience working with FCA regulated businesses, most recently as the UK Finance Director of a hedge fund and private wealth manager. Alexander qualified as a Chartered Accountant with Ernst & Young in 2008.
Maya attained a Bachelor of Arts first-class Honours degree and has since had experience in successful project execution and management of stakeholder communication within the financial services sector.
As the Managing Director of Prosper Wealth Management, David has a long history in the financial services industry. He is skilled in project management, business development and wealth management, and holds Chartership qualifications in banking as well as financial services.
Chris is a Chartered Financial Planner with a background in retirement and investment strategy and planning. Chris also chairs Murdoch's investment committee, along with managing the company as CEO.
Jon brings his experience in wealth management and strategy to his role as CEO, supporting clients with long-term financial decisions, goals and planning.
As the founder and Managing Director of AGL Wealth Management, Craig relies on his corporate strategy and compliance expertise to deliver holistic financial solutions. He is a member of the Institute of Directors and the Association of Member Nominated Trustees.
Jonathan is a Chartered Financial Planner and has worked with in Financial Services for over 30 years. His close work with individual clients and business owners over the years, has meant he has been appointed as Trustee or Executor to a number of clients. As a member of both the Chartered Insurance Institute and Institute... View Article
Wes joins KSIS as our new Chief Executive Officer, bringing over 20 years’ experience in the financial services industry.
Having worked in financial services for over 30 years has given Neil a wealth of experience in pension and investment management. Neil is a Chartered Planner who specialises in retirement and investment planning options.
Alex is a leading investor and chair of listed businesses in various sectors. He has expertise in corporate strategy, governance and investor relations.
Gemma Godfrey is Non-Executive Director overseeing consumer insight and investment management. Gemma is a regular on ITV’s Good Morning Britain and Sky News. Gemma has a wealth of experience and expertise as one of the UK’s most influential FinTech entrepreneurs. The former advisor to Arnold Schwarzenegger on The New Celebrity Apprentice founded online personal finance... View Article
Andrew is a highly experienced corporate finance advisor, and the founder and principal of Welbeck Capital, a leading consultant to numerous corporate and financial institutions.