020 7189 9999 Mon - Fri: 7.45am to 6pm (Thurs 8pm)
Sat: 9.30am - 1.30pm

Investment Advisory Team

Achieve your investment goals with help from our expert advisers
lee dooley
Lee Dooley
MD Marketing,
Direct & Advisory

Each investment Advisory client is assigned a highly qualified Investment Adviser dedicated to your account.

Every year, your adviser will offer to carry out a full review of your portfolio because our goal is to ensure that your portfolio is targeted on your goals.

Meet the team

Matthew Tyrie (Chartered MCSI, Chartered Wealth Manager)

Senior Associate, Investment Advisory

Sanjay Vaid (Chartered MCSI)

Associate Director, Investment Advisory

Ben Gilbert (Chartered FCSI, Chartered Wealth Manager)

Associate Director, Investment Advisory

Louise Yandall (Chartered MCSI)

Associate Director, Investment Advisory

Sally Fawcitt (Chartered MCSI)

Associate Director, Investment Advisory

Roger Barnes (ACSI)

Senior Associate, Investment Advisory

Jonathan Cowan (Chartered MCSI)

Associate Director, Investment Advisory

Charlie May (MCSI)

Senior Associate, Investment Advisory

Dean Sherrin (MCSI)

Senior Associate, Investment Advisory

Ron Odedra

Senior Associate, Investment Advisory

Anisha Dhillon (ACSI)

Associate, Investment Advisory

Mubbien Hayat

Senior Associate, Investment Advisory

Contact the Advisory team

020 7189 2499

Monday - Friday: 8.30am - 5.30pm

Existing clients login in here

Download our guide

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Achieve your investment goals with help from an expert adviser.

Request your free Investment Advisory Service guide now.

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