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 and Andrew Spencer-Knight are Chartered Financial Planners;  Hamish is 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.

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™) accreditation, is an Associate of the Personal Finance Society (APFS) and a Chartered Wealth Manager.

He has qualifications in pensions, financial planning, tax and trusts, investments and long term care.

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. 

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.

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!

Peter Gadsden Assistant 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 holds the diploma in regulated financial planning and is working towards becoming a Chartered Financial Planner.

Carla Gardner Assistant Planner 

Carla Gardner

Carla joined us in September 2017.

She has worked in financial planning since 2011.  She has a degree in financial services from Manchester Metropolitan University and the diploma in regulated financial planning.  She is working towards becoming a Chartered Financial Planner.

Emily Meltham Client Services Assistant 

Emily Meltham

Emily joined us in September 2018 and has worked in financial services since 2017. She is currently working towards 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.

Investment Committee

We established our investment committee in 2010, to provide us with additional investment expertise and provide our clients with independent oversight of our investment process.

The committee fulfils two main roles.  It ensures our investment process remains prudent and appropriate, with suitable processes and risk controls.  Its second role is to supervise our selection of investment managers.  In both cases it does so with our clients’ best interests in mind.

The committee meets four times a year with further ad-hoc meetings and discussions as needed.

It is made up of three members of the HL & Co team and three independent external members.  The current external members are Robert Mason (Chair), Ken Rayner of RSM Research and Eirian Jones of Wren Investment Office.

Robert Mason carries the deciding vote in the event of any split decisions.

The expertise and insight provided by the external members of the committee continues to be extremely helpful to us, and we believe the oversight they provide is also very reassuring for clients.

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™) accreditation, is an Associate of the Personal Finance Society (APFS) and a Chartered Wealth Manager.

He has qualifications in pensions, financial planning, tax and trusts, investments and long term care.

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. 

Robert Mason Sandaire (Chair) 

Robert Mason

Robert has worked in investment markets for over 37 years. He has been a consultant with Sandaire (a leading multi-family office) since 2007.  He is also a trustee and advisor for several families and an investor and board member for start-up technology businesses.

Robert graduated from Oxford after which he spent six years in the British Army, was Equerry to the Prince of Wales and was Adjutant of the Welsh Guards in the Falklands.

Robert founded and ran a private equity fund manager investing in growth capital and small to mid-market buyouts in Europe from 1988 – 2006.  From 1983-1988 Robert worked for JPMorgan where he was latterly head of the European leveraged transaction group.

Ken Rayner Rayner Spencer Mills 

Ken Rayner

Ken is a founding director of RSMR (founded in 2004), one of the UK’s leading fund research and ratings companies.  He began his career in the investment industry in 1989, joining Bradford & Bingley where he became a fund manager for the firm’s PEP and ISA Discretionary Management Business.

Ken graduated from Leeds University with a degree in Economics and Economic History.  He is ACII and IMC qualified.

Ken sits on the investment committees of several advisory firms and continues to spend much of his time in face-to-face meetings with fund managers. 

Eirian Jones Wren Investment (Office) 

Eirian Jones

Eirian is Head of Investment Research at Wren Investment Office, a leading multi-family office.  He was previously a Senior Portfolio Manager and member of the Investment Committee at Sandaire.  Prior to this role, Eirian was at Lord North Street from 2005 until its acquisition by Sandaire in 2014.

Eirian has been a CFA Charter holder since 2010 and holds a first-class degree in Aeronautical Engineering from Imperial College, London.  Eirian also volunteers as an Investment Committee member of the CFA UK Investment Committee.  In 2018 he was named one of the PAM Top 40 under 40 (PAM is a leading independent provider of wealth management analysis).