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, Peter Gadsden, Roland Baggott and Andrew Spencer-Knight are Chartered Financial Planners; Hamish is also a Certified Financial Planner. As well as holistic financial planning and education and retirement planning we can advise on tax, trusts, pensions, insurance such as life, care and critical illness, and investments.
Natalie Burnand
Head of Investments
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.
Hamish Leng
Chartered Financial Planner
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™) accreditations, is an Associate of the Personal Finance Society (APFS), a Chartered Wealth Manager and a CISI Chartered Fellow (Financial Planning). He has qualifications in pensions, financial planning, tax and trusts, investments and long term care.
Roland Baggott
Chartered Financial Planner
Roland has been a financial planner since 2007. He is a Chartered Financial Planner, holds the Investment Management Certificate and has been a Fellow of the Personal Finance Society since 2020. Prior to joining us in 2023 he worked at Kleinwort Benson and at Smith & Williamson. His main expertise is in pensions and retirement, estate planning and inheritance tax (IHT), and cash flow planning.
Peter Gadsden
Chartered Financial Planner
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 is a Chartered Financial Planner and is working towards becoming a Certified Financial Planner.
Andrew Spencer-Knight
Chartered Financial Planner
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.
Emily Meltham
Assistant Planner
Emily joined us in September 2018 and has worked in financial planning since 2017. She holds 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).
Elliot Stanley
Assistant Planner
Elliot joined us in March 2023. He holds the Diploma in Regulated Financial Planning and the Investment Advice Diploma. Elliot has a degree in Mathematics with Finance, from The University of Leeds.
Benedict Clarke
Client Services Assistant
Benedict joined us in March 2023. He brings to the business experience from both platform provider and financial planning firms, and holds the Diploma in Regulated Financial Planning. Benedict holds a BA (Hons) in Historical Archaeology from the University of York.
Cathy Stevens
Client Services Assistant
Cathy joined us in April 2023, having worked within financial planning since 2015. Cathy has a BA (Hons) degree in English & American Literature from Kent University and is working toward the Diploma in Regulated Financial Planning.
Oscar Butcher
Client Services Assistant
Oscar joined us in June 2024. He started his career in the financial planning industry straight from Newcastle University where he obtained a BA(Hons) degree in Geography. Oscar is working towards the Diploma in Regulated Financial Planning.
Rosie Leng
Client Services Assistant
Rosie joined us in January 2025. Prior to joining us she spent 2 years on the Teach First training programme, teaching French and Geography at a secondary school in Hounslow. Rosie has a 1st class degree in French and Geography from the University of Exeter and is currently working towards the Diploma in Regulated Financial Planning.
Susie Gunn
Practice Manager
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.
Harry Leng
Consultant
Harry helps us with business strategy. He is currently doing an MBA at Stanford Business School. Prior to that he worked in corporate finance at NM Rothschild. He has a double first in economics from Cambridge University.
Audrey Wade
Consultant
Audrey is a chartered accountant and has worked with us since 2022. She provides support to the business on operations and business strategy. Prior to working with us she worked with a financial planning firm for four years.