Our Team

Our most important asset!

We have taken time and patience to build a dedicated and professional team across all aspects of our business.

You can meet our team in the section below, so that you can find out who can help you or just to put a face to a name.

Management Board

Vince Whitefoord
Partner and CEO
Learn More
Vince Whitefoord
Partner and CEO
Vince Whitefoord
What do I do?

I am Whitefoord’s Chief Executive Officer, having founded the firm in 2000. I manage the business on a day-to-day basis with our team of professional managers. I also act as a strategic investment and financial consultant to a number of the firm’s Clients. Some of them were Clients of my previous consulting actuarial firm nearly 40 years ago.

Who am I?

First and foremost, I am a family man. When my friends were having grandchildren, I was unbelievably fortunate to meet my wife and be blessed with four children in the next five years. I love sport, both playing and watching and my great passion is skiing. I am driven at work and find great joy working with like-minded people and helping my Clients.

Vince Whitefoord
Amethyst O'Neill
Partner, Human Resources
Learn More
Amethyst O'Neill
Partner, Human Resources
Amethyst O'Neill
What do I do?

I became a Partner in 2010 and am responsible for Human Resources and Training and Competence within the firm. I am responsible for setting the strategic people agenda to ensure we have the right people in the right roles, performing at their best. I believe in creating a working environment that allows people to do a great job.

Who am I?

I have gained a wealth of HR and Development experience in large organisations at both a strategic and operational level during my career, as well as having worked as a Consultant for SME’s. Outside of work, I enjoy spending time with friends and family, and particularly love the safari trips that I’ve taken to Africa which I wish I could do every year!

Amethyst O'Neill
Nolan Stanton
Investment Partner and CIO
Learn More
Nolan Stanton
Investment Partner and CIO
Nolan Stanton
What do I do?

I have been with Whitefoord since mid-2002, firstly as one of our two original investment managers, and in recent years as our Chief Investment Officer. I have managed the LF Cautela Fund since its inception in 2006, and am ultimately responsible for all our Investment Strategies. In my capacity as Head of our Investment Strategy Committee, I largely author the views we share with our Clients about investment markets, the World economy and politics.

Who am I?

I began working in the City in 1996, starting as an equity and bond trader, before moving to work exclusively with private Clients, firstly as a stockbroker and then as an investment manager at Whitefoord. I graduated from CASS Business School with an Economics related degree, and am a Chartered Fellow of the Chartered Institute for Securities and Investment. I live in central London and am a father of two children. Away from work, I enjoy spending time with my children as well as travelling, running/cycling, following Manchester United and the cinema.

Nolan Stanton
Andrew Twells
Partner and Head of Account Management
Learn More
Andrew Twells
Partner and Head of Account Management
Andrew Twells
What do I do?

I act as both an Account Manager, advising Clients in relation to their investment portfolios, and sit on Whitefoord’s Investment Strategy Committee, which is responsible for setting the asset allocation of the firm’s investment portfolios. I also oversee the administration of the Whitefoord SIPP. As Deputy CEO, I assist Vince in the management of the firm.

Who am I?

I trained as an actuary and before joining Whitefoord, I was a Partner at Barnett Waddingham LLP, advising Trustees of Final Salary Pension Schemes on funding and investment matters,  as well as advising personal investment Clients. Outside of work, I enjoy skiing, hiking and cricket.

Andrew Twells
Eric Moe
Partner and COO
Learn More
Eric Moe
Partner and COO
Eric Moe
What do I do?

I am the Chief Operating Officer of Whitefoord, and am responsible for Operations, Information Technology and Operational Risk Management within the firm. In my role, I constantly look for opportunities to align technology initiatives with business goals in an environment of constant regulatory and industry change.

Who am I?

I enjoyed 12 years as a global IT Director before transitioning to the Wealth Management sector. I am an avid technologist, and never one to be without the latest gadget!  Out of hours, I enjoy water sports and outdoor pursuits.

Eric Moe

Corporate Management

Gurmeet Josen
Partner, Finance
Learn More
Gurmeet Josen
Partner, Finance
Gurmeet Josen
What do I do?

My primary responsibility is working as the firm’s financial controller, which covers several areas such as financial, management and regulatory reporting. I am also responsible for reporting to various external supervisory bodies and I work closely with the firm’s external auditors. The nature of this finance position requires I sit on different boards and committees across the firm.

Who am I?

After University, I completed my Chartered Accountancy qualification whilst working within a top ten accountancy firm in the City. During this time I worked with a number of regulated Clients within financial services, across various finance and regulatory functions. After finishing my training I pursued the next step in my career and joined Whitefoord in 2012 as Head of Finance and I subsequently became a Partner in 2015. Away from work, I am a keen follower of many sports, particularly football, and play five-a-side football on a regular basis and love spending time with my family.

Gurmeet Josen

Account Management

Allan Macdonald
Partner, Account Management
Learn More
Allan Macdonald
Partner, Account Management
Allan Macdonald
What do I do?

I joined Whitefoord in early 2007, having worked with Vince in his previous business in the early ’90s. I was the first Whitefoord Account Manager and advise my Clients across a wide range of planning aspects including retirement, personal and Inheritance Tax and Estate planning. My Clients range from private individuals to Trustees of Pension Schemes and family Trusts.

Who am I?

I have been in the financial services industry for most of my working life and advising Clients for the majority of this time. I am a member of the Personal Finance Society where I have achieved industry qualifications to Diploma level. Outside of work I still play football (not walking!), squash and take my frustration out on the occasional golf ball, with the ball usually winning. I also enjoy going to the theatre and live music events.

Allan Macdonald
Darren Holmes
Partner, Account Management
Learn More
Darren Holmes
Partner, Account Management
Darren Holmes
What do I do?

I am an Account Manager, advising on a wide range of financial planning opportunities, including retirement, personal and Estate tax planning. Typically, Clients are individuals, but I also advise Trustees of Pension Schemes and family Trusts on a broad range of financial planning issues alongside their accountants, solicitors and other professional advisers.

Who am I?

Before joining Whitefoord in 2014, I was an IFA for approximately seven years. Outside of work, I enjoy playing squash and watching most sports, much to the annoyance of my wife!

Darren Holmes
Annabel Moore
Partner and Head of Client Services (GSS)
Learn More
Annabel Moore
Partner and Head of Client Services (GSS)
Annabel Moore
What do I do?

I manage the firm’s Family Office Service alongside our consultants, developing bespoke service propositions for clients based on the family’s individual requirements.

I am also responsible for George Square Services LLP (owned by Whitefoord), which provides financial concierge, administration and organisational services, ensuring the day-to-day aspects of our Clients’ financial affairs run smoothly.

Who am I?

I joined Whitefoord in January 2012, having spent almost a decade managing the Team England Football Commercial Programme on behalf of the Players, and I became a Partner in April 2015. Outside of work, I juggle life as a busy mother with my personal fitness and ongoing home renovations.

Annabel Moore
Luke Audritt
Partner, Chartered Financial Planner
Learn More
Luke Audritt
Partner, Chartered Financial Planner
Luke Audritt
What do I do?

I hold the CII Advanced Diploma in Financial Planning, working alongside and providing technical assistance to the Account Managers, helping to provide holistic financial advice on a range of financial planning matters, such as retirement, tax and Estate planning.

Who am I?

After studying Economics at the University of Nottingham, I worked in a range of pension administration and financial services roles, before joining Whitefoord in 2014. Outside of work, I enjoy dining out with good food and good wine, whilst trying to keep healthy and active!

Luke Audritt
Vishal Nair
Account Management
Learn More
Vishal Nair
Account Management
Vishal Nair
What do I do?

I am a Chartered Financial Planner and qualified Pension Transfer Specialist, and advise Clients on all aspects of Wealth Management, with a particular emphasis on investment, retirement and Estate Planning. I work with Clients to help them to achieve their most meaningful financial plans and objectives, ensuring that they receive a personal and professional service that is tailored to their needs.

Who am I?

Before joining Whitefoord, I worked as an IFA for a few years and prior to that as a Wealth Manager for major High Street banks, including HSBC and Santander. My young children take up most of my time outside of work, but when I get the chance I can be found trail running, mountain biking or barbequing – often on the same day.

Vishal Nair
Hannah Foward
Paraplanner
Learn More
Hannah Foward
Paraplanner
Hannah Foward
What do I do?

I work alongside and provide technical assistance to Account Managers, supporting them to provide holistic financial planning on a range of financial matters such as retirement, tax and estate planning.

Who am I?

Before joining Whitefoord in September 2019, I had some experience in the financial services industry. Prior to this, I graduated University with a First Class in Business and Finance. Outside of work I like to keep fit, playing sport when I can. I also enjoy spending time with my family and friends.

Hannah Foward
Alice Preston
Client Services Executive
Learn More
Alice Preston
Client Services Executive
Alice Preston
What do I do?

I provide full support to the Account Managers, to ensure that an exceptional service is provided to all of our Clients. Proactively managing all Client correspondence, I prepare documentation for meetings and ensure that record keeping is accurate and consistent.

Who am I?

Before joining Whitefoord, I obtained a Level 6 Diploma in Professional Dance and Musical Theatre and performed on an ad hoc basis. Outside of work, I enjoy personal fitness and running, having completed my first Marathon in 2018. I can often be found socialising with friends and exploring the various bars and restaurants London has to offer.

Alice Preston
Amanda White
Client Services Executive
Learn More
Amanda White
Client Services Executive
Amanda White
What do I do?

My role is to assist the Account Managers in delivering the highest quality service to our Clients. I support our Advisers with Client enquiries, preparing and sending Client communication, maintaining records and gathering information.

Who am I?

Before joining Whitefoord in January 2022, I worked in the Bank Relationship Team for an Invoice Finance Company. Outside of work, I enjoy going to the gym, visiting the theatre, socialising with friends and discovering cocktail bars, comedy clubs, delicious food and any other hidden gems London has to offer!

Amanda White
Ellie Cull
Client Services Executive
Learn More
Ellie Cull
Client Services Executive
Ellie Cull
What do I do?

As a Client Services Executive, I work alongside the Account Managers to ensure all Clients receive an excellent service. I support with generating Client documents, ensuring records are accurate and up-to-date, managing post and assist with Client enquires.

Who am I?

Before joining Whitefoord, I worked for the UK’s leading medical defence organisation providing administrative support to the Underwriting Team and Clinical Risk Managers. Outside of work I like to travel (UK and abroad) and explore different cultures (and food!). I try to stay active by going to the gym and playing badminton.

Ellie Cull
Lucy Tiddy
SIPP Manager
Learn More
Lucy Tiddy
SIPP Manager
Lucy Tiddy
What do I do?

I am responsible for the day-to-day running of the Whitefoord Self-Invested Personal Pension (SIPP) scheme, which covers everything from issuing Client documents such as annual SIPP statements, to ensuring that our regulatory and all other Client commitments are fully adhered to.

Who am I?

Before joining Whitefoord in 2018, I worked for a large insurance company for 12 years, administering their group SIPP. In my spare time I enjoy travelling, going to the theatre and eating out.

 

Lucy Tiddy
Zoe Morgan
SIPP Administrator
Learn More
Zoe Morgan
SIPP Administrator
Zoe Morgan
What do I do?

I am responsible for the daily running of the Whitefoord Self-Invested Personal Pension (SIPP) scheme. My role requires me to ensure our Client records are updated daily with any changes or updates and issuing Client documentation; which can be anything from an annual statement or a form to update details to a pack providing confirmation of tax-free cash being taken. Alongside Client specific tasks, I also submit reports to the relevant authorities throughout the year.

Who am I?

I joined Whitefoord in June 2019, prior to this I worked for a large third party Financial Services company for nine years within their Stakeholder Pension Team. I am a mum of three and have been with my husband for 13 years (four of which happily married). I enjoy spending time with my family at the local park or days out to a theme park. We are also regular campers. If I’m not with them, you’ll find me socialising with friends as far out into the countryside as we can get.

 

Zoe Morgan

Investment Management

Rory Smith
Investment Partner
Learn More
Rory Smith
Investment Partner
Rory Smith
What do I do?

My role covers many aspects of the investment management business, including portfolio management and construction, investment communication and selection, along with Client relationships. I sit on the Investment Strategy Committee and have a particular focus on asset allocation and global macro.

Who am I?

I have worked in the private Client wealth management business since 2000, have been managing investments for over ten years and am a CFA Charter holder. Outside of my professional life, I am a keen runner, follower of most sports and enjoy spending time with my young family.

Rory Smith
Michael Addis
Investment Partner
Learn More
Michael Addis
Investment Partner
Michael Addis
What do I do?

I am a Partner and member of the Investment Strategy Committee, helping to frame Whitefoord’s macro-economic thinking, which plays a key role in the construction of Client portfolios. I have a particular interest in collective and alternative investments and how these can best be utilised where appropriate.

Who am I?

I have a keen personal interest in investing and personal finance and I read widely around these subjects. In my spare time, my hobby is pinball. I have owned and played pinball machines since the age of ten and regularly play in competitions around the country.

Michael Addis
Nina Adamenko
Investment Partner
Learn More
Nina Adamenko
Investment Partner
Nina Adamenko
What do I do?

I am responsible for Whitefoord’s Research Department and am also a member of our Investment Strategy Committee. Together with the teams, I form our macro view and identify suitable investment opportunities. I conduct research on various asset classes, but I am particularly interested in bonds.

Who am I?

I am a CFA charterholder, ACCA qualified accountant, and have an MBA from George Soros Business School in Budapest. I joined Whitefoord in 2007 after working in accountancy for several years. I am very keen on living an active lifestyle. I particularly love my daily cycling commute from Surrey and go for a run at every opportunity. At home I enjoy spending time with my family, exploring museums, galleries, parks and soft play centres with my four daughters.

Nina Adamenko
Chris Smith
Senior Research Analyst
Learn More
Chris Smith
Senior Research Analyst
Chris Smith
What do I do?

I am a Senior Research Analyst at Whitefoord. The ultimate goal of the position is to identify attractive investment propositions, and prepare detailed notes on them that are then presented to the firm’s Investment Strategy Committee. My work covers a range of asset classes and geographies, and utilises the broad array of financial analysis and valuation techniques that I have developed over the years.

Who am I?

I studied Mathematics and Business at the University of Warwick, am a CFA charterholder, and possess the CFA UK Investment Management Certificate. Prior to joining Whitefoord in July 2014, I worked as a sell-side research analyst at Barclays. Outside of the office I enjoy travelling, spending time with family and friends, as well as playing and watching a variety of sports.

Chris Smith
James Eugene
Research Analyst
Learn More
James Eugene
Research Analyst
James Eugene
What do I do?

My role in the Research Team involves identifying specific investments or areas that will be suitable for inclusion in our Strategies, and presenting my ideas and findings to the wider Investment Team for consideration. I cover a range of asset classes and regions, providing bottom-up analysis of securities of interest, as well as monitoring and reviewing the existing holdings in our Strategies.

Who am I?

I’ve been in the financial industry since 2014, obtaining experience in Operations, Dealing and Portfolio Management. I partake in a wide range of physical activities outside of work, including regular trips to the gym, boxing and maintaining a losing streak with my five-a-side football team! I also enjoy writing articles on sports and financial markets.

James Eugene

Investment Platform Services

Marcus Evans
Partner, Investment Platform Services
Learn More
Marcus Evans
Partner, Investment Platform Services
Marcus Evans
What do I do?

I am responsible for managing a well-motivated, high performing team within the middle and back office. The areas managed by myself and the team include portfolio performance and analysis, Client onboarding and reporting, ensuring appropriate systems and controls are in place, maintaining regulatory compliance and global security settlement, and ensuring excellent relationships exist with senior bank personnel and vendors.

Who am I?

My experience is very diverse, ranging from providing outsourced administration solutions for Wealth Managers, to delivering high quality product and service enhancements to customers. Outside of work, I have an eclectic range of interests, including spending time with my family, strolling through art galleries and indulging in my love of photography and design. I also enjoy rugby and spending my Summer days watching cricket.

Marcus Evans
Laurence Towler
Lead Operations Administrator
Learn More
Laurence Towler
Lead Operations Administrator
Laurence Towler
What do I do?

I am responsible for the day-to-day running of investment operations, including trade entry and overseeing settlement, daily Client cash reconciliations, managing Client money additions and withdrawals, corporate event monitoring and more.

Who am I?

I started in the financial industry after college at the age of 18. I initially built my industry knowledge and skills with a City-based IFA, where I worked for over two years. I joined Whitefoord in June 2008. Outside of work, I am passionate about football, both watching and playing. I play for a local football team on Saturdays and also enjoy playing tennis. I am especially interested in electronics.

Laurence Towler
Emily Probyn
Operations Administrator
Learn More
Emily Probyn
Operations Administrator
Emily Probyn
What do I do?

As part of the Operations Team I undertake various tasks such as trade entry, dealing with any settlement issues, undertaking Client cash and stock reconciliations, monitoring corporate events and more. I also execute any Client money requests such as BACS payments to Clients, or allocating funds from Clients to their accounts with Whitefoord.

Who am I?

Outside of work I enjoy socialising with my friends at various bars around the City, but when I have less energy I also enjoy trying out new restaurants with my boyfriend as I am quite a foodie! When I get in from work I like to unwind by watching Netflix, however, my favourite show is still the classic Breaking Bad. I have also joined the gym within the last year, in which I enjoy weight training to work off any extra cocktails or office doughnuts.

Emily Probyn
Khadija Ramnath
Operations Analyst
Learn More
Khadija Ramnath
Operations Analyst
Khadija Ramnath
What do I do?

My role within the Investment Platform Services team is very much project and analytically focused. I am responsible for interpreting the ever evolving regulations and reporting requirements for multi-jurisdictional regimes, both in the UK and USA, and ensuring Whitefoord complies with these. Alongside this, I ensure the accuracy of all asset sensitive data received from vendors before being disseminated throughout the firm.

Who am I?

I studied Mathematics at University, which naturally led into the financial sector. I have been in the industry for six years, working for companies such as Fidelity, Transact and Morgan Stanley, gaining a variety of skills and experience. I enjoy travelling abroad, photography and returning to the Trinidadian carnival celebrations of my native land.

 

Khadija Ramnath
Samantha Martin
Investment Platform Services Manager
Learn More
Samantha Martin
Investment Platform Services Manager
Samantha Martin
What do I do?

I am the Investment Platform Services Manager at Whitefoord. The team is responsible for the management of investment portfolios for private Clients, Trusts, charities and pensions as well as placing trade orders in the market.

Who am I?

I have worked in the financial services industry since 2007 and have a wide range of experience in asset management, in particular order execution. I also previously worked in the dealing team at the UK Debt Management Office. I hold the STA Diploma in Technical Analysis and I am also an Agile Project Management Practitioner. Outside of my professional life I’ll take advantage of any opportunity to spend time outdoors (running, horse riding… I am also an advanced PADI diver). I also have a keen interest in building conservation, interior design and landscaping.

Samantha Martin
Thomas Roberts
Platform Services Assistant
Learn More
Thomas Roberts
Platform Services Assistant
Thomas Roberts
What do I do?

As a Platform Services Assistant, I act as an intermediary between the Investment Managers and the Account Management team. On a day-to-day basis I manage the individual portfolios by analysing stock performance, managing payments in and out of the platform and undertaking trading with the various counterparties.

Who am I?

I have worked in the financial services industry since 2014, working with company share plans for a large registrar and on the dealing desk for an investment platform. I studied Finance and Business at Portsmouth University and have achieved the CISI Investment Operations Certificate since graduating. Outside of the office, sport is a major passion of mine; both watching any live action or playing team squash for my local club and trying to achieve a single digit handicap at golf!

 

Thomas Roberts