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 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 am the Company Secretary for Whitefoord LLP and its subsidiary companies and have legal oversight for all contractual matters and general governance. I also assist Vince with his clients and general day-to-day work.
Originally from Norwich, I moved to London to complete my legal studies and have worked at Whitefoord since 2008. Out of the office, I am in the midst of a three year house renovation project; I also love to cook, enjoy wine and cheese and have taken my first qualification with the West London Wine School.
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 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 when the Partnership was formed and am involved in many areas of the business, in particular, mentoring and training others in the culture and ethos of the firm, as well as overseeing the quality of all that is done in the firm.
I first joined Vince in 2001 when Whitefoord was formed, assisting with its establishment and carrying out a myriad of roles over the course of many years. I find it rewarding to see new people join and grow within the firm. Having been at Whitefoord since inception, I am the go-to person within the firm. In my personal time, I enjoy skiing, reading, snorkelling (especially in the Maldives) and entertaining friends with some very basic cooking!
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 5-a-side football on a regular basis and love spending time with my family.
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.
My role has continually developed since I joined the firm and is extremely dynamic, with no day ever being the same. I interact with all departments on various tasks and projects and I am responsible for organising and executing all of our client seminars and Partnership events, as well as overseeing all of our email communications, website and corporate literature.
I joined Whitefoord in 2014, after graduating with a First Class BA Honours degree in Business and Events Management and am currently studying for the CIM Professional Diploma. I grew up on the Isle of Wight, and whilst it will always be close to my heart, I came to London and don’t plan on leaving for a while! Often described as a social butterfly, I love to see my family and friends whilst exploring and discovering tasty restaurants, drinking scrumptious cocktails and seeing as much of London and the world as possible.
I act as both a Consultant, 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 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 head up the consultancy team with overall responsibility for the quality of financial advice given to our clients, as well as looking after a number of personal clients. I am also a member of the Management Board and Chair of the Quality Board.
I have been a financial adviser since 1977 and I have previously provided expert views in the financial Press and on both radio and television. My work on regulatory matters has included sitting on the Membership and Disciplinary Committees of the Personal Investment Authority and I was 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 joined Whitefoord in early 2007, having worked with Vince in his previous business in the early 90s. I was the first Whitefoord Consultant 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.
I am a Partner and Consultant in the business. I advise clients on a broad range of financial planning issues, working closely with their accountants, solicitors and other professional advisers. A good proportion of my clients are professional sportsmen, whose financial planning requirements are quite specific.
Before joining Whitefoord in 2012, I was an IFA for approximately 10 years. Outside of work, I am an active Masters swimmer and a former district level water polo player. Swimming four times per week is necessary due to the fact that I also enjoy eating out a lot with my family!
I am a Consultant, 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 7 years. Outside of work, I enjoy playing squash and watching most sports much to the annoyance of my wife!
Having joined Whitefoord in June 2015, I work as a Consultant, 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 hold the CII Advanced Diploma in Financial Planning, working alongside and providing technical assistance to the Consultants, 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 co-ordinate the Client Services Team, who provide full support to the Consultants and ensure that client communication and management is of a consistently high standard. In addition to this, I deliver technical support in the form of third party liaison, collation of valuations and interdepartmental process development work.
I have an Undergraduate Degree in Politics and am currently studying for the Diploma in Regulated Financial Planning. Outside of work, I can be found upside down at yoga classes, playing tennis at a sub-standard level and scouting London in search of seafood and spice.
I provide full support to the Consultants, managing their day to day workload and schedules to ensure a high quality service is provided to all clients. I prepare documentation for client meetings, and manage Consultants’ diaries and client correspondence.
I have a First Class Honours Degree in Journalism from Anglia Ruskin University, and away from the office contribute to several publications and run my own fashion, beauty and lifestyle website. In my spare time I can be found with my head buried in a magazine or trying to justify my latest homeware purchase.
I provide full support to Partner and Consultant, Pete Stephenson, proactively managing the work environment to ensure a highly professional service is provided to all clients. I also provide financial services support to third parties including tax returns and managing all administration to Injury Insurance policies for our sporting clients.
I joined Whitefoord in 2009 after graduating from The University of Brighton. During my time at Whitefoord, I spent four years working for our Financial Concierge Service; George Square Services LLP, before joining the Consultancy Department last year. Away from the office, I like to explore London, visiting the many restaurants and sights it has to offer.
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 CF 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.
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 10 and regularly play in competitions around the country.
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 client wealth management business since 2000, have been managing investments for over 10 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 Head of the Portfolio Management Team, which is responsible for the day-to-day running of the investment portfolios for private clients, Trusts, charities and pensions. I am also a co-author of our weekly Market Commentary and a Chartered Financial Analyst.
I joined Whitefoord in July 2007, two weeks before the start of the financial crisis, in a graduate entry level role after working for a marine conservation organisation. I was appointed a Partner in April 2015. I live in Bath with my wife and have two young children, and can be found pacing around the Longleat maze during the weekends.
As one of the Portfolio Managers, I am responsible for the management of investment portfolios for private clients, Trusts, charities and pensions. I am also a co-author of our weekly Market Commentary. I completed the Masters in Wealth Management qualification in 2011, am a fully qualified Chartered Wealth Manager, and a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
I joined Whitefoord in February 2014, having previously worked at HSBC Global Asset Management as a Discretionary Wealth Manager, responsible for managing investment portfolios for private clients. I started my investment career in 2007 with Duncan Lawrie Private Bank, first as a Dealer and then as an Investment Assistant, before moving to HSBC in 2010 where I spent my first few years as an Investment Executive. Away from work, I enjoy reading, puzzles and spending time with friends and family.
I joined Whitefoord in February 2016 as a Portfolio Manager and am responsible for the management of investment portfolios for private clients, Trusts, charities and pensions. I am also a co-author of our weekly Market Commentary. I am a fully qualified Chartered Wealth Manager and am a Chartered Fellow of Chartered Institute for Securities and Investment (Chartered FCSI).
I previously worked for Brewin Dolphin as an Assistant Investment Manager. I started my career in the financial services industry with Brewin Dolphin in their Operations Department in Newcastle in 2005, shortly after graduating from university. I then moved over to Front Office in London in 2008, where I completed the CISI Masters in Wealth Management. Away from the office, I enjoy live music events, cooking and planning my next holiday.
I work closely with the Portfolio Managers and Investment Managers at Whitefoord with the management of their portfolios and OEICs. My day-to-day responsibilities include portfolio management tasks and trading across Equity and Fixed Income products. I am a Chartered member of The Chartered Institute of Securities and Investment.
A sports lover, I can usually be found at the weekend on the saddle of a bicycle and lately on a tennis court (no racquets smashed yet). One day I wish to enter a tournament and perhaps gain a wildcard entry to Wimbledon.
I work alongside the Portfolio Managers, assisting with day-to-day tasks and providing the Consultants with investment performance data. I am also responsible for monitoring the Investment Strategy models, trading collective investment funds and overseeing foreign exchange transactions. I recently completed the Private Client Investment Advice & Management qualification with The Chartered Institute for Securities and Investment.
I joined Whitefoord from Raymond James Investment Services. My first role in the City was working as a Currency Broker, I then relocated to Sydney where I worked in structured products at Macquarie. Outside of work, I am a passionate Fulham football fan. I also enjoy live music, reading and cycling.
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 life style. 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 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.
Upon leaving University, I first entered the brewing industry prior to joining Whitefoord LLP as a trainee. Away from the office, I enjoy spending time with my friends and family.
I am the Chief Operating Officer of Whitefoord LLP, 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 on-boarding 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.
My role within the Operations Department 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 6 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 joined Whitefoord LLP in December 2013 and am the Content Analyst. 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.