Our Team

Admin

Co-founder, CEO
Co-founder & Director of Operations
Office Manager
Head of Client Services
Head of Client Experience
Head of Advice
Learning and Development Manager
Head of Client Onboarding
Senior Corporate Trainer
Head of People and Culture
Head of Employee Experience

Client Service Managers

Team Phoenix
Team Panda
Team Announcer
Team Bej
Team Investblue
Team Investblue
Team InvestBlue
Team Synergy
Team Oakies
Teample of Mike
The Aldringers
Team Tina
Team THG
Team Blueprint Wealth
Team Piglits
Team Baby Maker
Team Boom Cherryt’2
Team Jeffreylicious