Launched in 2019 with the vision of bringing the experience of a number of wealth management, finance and banking ventures into a single, simple offering, which aims to provide a boutique co-investment experience of unrivalled quality.

Financial Controller responsible for all aspects within the finance department, including production of management accounts and reports, managing budgets, monitoring cash flows and developing financial forecasting tools.

Over tens years experience dealing with all aspects of the mortgage underwriting journey, from processing initial applications through to authorising mortgage offers.