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.
I have chaired the Management Board of the Partnership since 2010. I am not a Partner and, therefore, bring an independent perspective to the affairs of the business, focusing particularly on governance and its effective operation, as well as the strategic direction of the business. The formal Board meetings are quarterly with ad hoc meetings as necessary, and there is regular informal contact between myself and senior members of the team.
I qualified as an actuary and my career has been primarily in life assurance; I was Chief Executive of Friends Provident Plc from 1997-2006 and retired as Chairman of Rothesay Life in 2016. I have served on Boards in a number of European countries. Working part time now allows me to spend more (frustrating) time on my golf handicap, as well as some (delightful) time with my wife looking after four young grandchildren. I enjoy the theatre, skiing and weekly seven-a-side football.
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.
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.
I joined Whitefoord in 2011 when the Partnership acquired my consultancy business that I had set up in 1998, having formerly been the CEO of a UK listed financial services company. I retired from executive duties as Head of Account Management at the end of March 2018, but remain a Partner and a member of the Management Board, enabling me to continue my involvement in the development of the firm and the people in it.
I was a financial adviser for 40 years and a regular commentator on personal finance matters in the Financial Press, TV and radio. Over the years I had also been closely involved in the regulation of the Financial Services Industry, sat on the Membership and Disciplinary Committees of the Personal Investment Authority and was subsequently a member of the Regulatory Decisions Committee of the Financial Services Authority. Hailing from the North East, I am cursed to be a Newcastle United supporter and I also enjoy theatre and music in general, with a particular passion for guitars.
I have worked in financial services for 40 years, with 30 of those in regulation and compliance. I am responsible for mentoring and monitoring the firm’s compliance with often complex rules and regulations. Whilst every employee is responsible for compliance, I will help them to understand what is required of them to ensure that all of our customers are treated fairly and that we continue to act in their best interests.
As well as being a Chartered Wealth Manager and Chartered Financial Planner, I am a Pensions Advisory Service volunteer adviser and have appeared on BBC Radio 4 Money Box as their Compliance Expert. My wife (also a volunteer adviser with Citizens Advice) and I are long distance walkers and can be frequently seen on the South Downs and other National Trails.
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.
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!
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.
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.
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.
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.
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.
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.
Having joined Whitefoord in June 2015, I work as an Account Manager, providing holistic investment and financial planning advice to high net worth individuals. Prior to Whitefoord, I worked as an Investment Manager at Dart Capital and then as a Relationship Manager at Citigroup.
After graduating in Economic History from the University of Glasgow, I moved to London to study Law at the University of Law, Bloomsbury before moving into Wealth Management. Outside of the office, I continue to play rugby for Belsize Park RFC although age and injuries are beginning to slightly restrict this!
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.
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!
I am 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.
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.
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.
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!
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.
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.
I joined Whitefoord LLP in December 2013 and I am currently Data Controller. I provide oversight, management and maintenance of Whitefoord’s business content on our core platforms. I also work on ad hoc projects which involve development of current processes.
I graduated from the University of Krakow in 2010 with a Master’s degree in Political Science and Administration. After graduating, I moved to England, where I attended several courses. I enjoy travelling, reading and visiting my family and friends in Poland.
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.
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.
I provide full support to the Account Managers, to ensure that an exceptional service is provided to all of our Clients. I prepare documentation for Client meetings, as well as consistently ensuring all Client details are accurate, and correspondence is up-to-date for our records.
I graduated with a 2.1 Degree in Economics with Geography, from Loughborough University, and away from the office I can be found in one of London’s many roof top bars, or bottomless brunch locations.
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.
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.
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.
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.
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.
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.
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.
I have worked in the private cClient 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.
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.
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.
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.
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.
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.
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.
I am a Research Analyst at Whitefoord. My primary task is to identify and research investment ideas across a broad range of sectors and geographies. Once an idea has been implemented by the Investment Strategy Committee, I monitor the investment and continuously evaluate the justification for its inclusion in the portfolio.
I studied Geography and Economics at the University of Edinburgh and am a CFA charterholder. Prior to joining Whitefoord in February 2016, I worked as a sell-side research analyst at Redburn. Outside of the office, I enjoy travelling, hiking and indulging in good food and wine with family and friends!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
My role in the Investment Platform Services team involves the day-to-day management of Client portfolios, ensuring that said portfolios are in line with their corresponding models and also routing trades to various brokers and counterparties.
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.
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.
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!