About us

Our team

At PWM, our advisers are more than financial planners — they’re trusted partners in your journey to financial freedom. We bring deep expertise and independent thinking to every conversation, always focused on what matters most to you.

Whether you’re planning ahead or navigating change, we are by your side — listening, guiding, and empowering you to take control of your financial freedom.

Join the team
Smiling woman wearing grey blazer in natural sunlight in front of a grey office building

Fiona
Oliver

Managing Partner

London

David
Stoll

Senior Partner

London

Greg
Young

Chief Operations Partner

London

Tim
Davies

Partner, Head of Private Office

London

Andrew
Garber

Partner, Head of Mortgages

London

Phillip
Wood

Business Partner

London

Daniel
Smith

Training & Propositions Manager

London

Ian
Roderick

Business Manager, Head of Protection

London

Ioannis
Andoniou

Adviser

London

Graham
Andrade

Partner

London

Richard
Armitage

Partner

London

Richard
Atherton

Partner, Head of Sustainable Investing

London

Trystan
Atkinson

Adviser

London

Ben
Aukett

Partner

London

Georgi
Bennett

Partner

London

Harjinder
Bhatti

Partner

London

David
Bull

Partner

London

Nicholas
Burt

Partner

London

Robin
Cameron

Partner

London

Ryan
Canavan

Adviser

London

Chris
Clarke

Partner, Head of Tax Efficient Investments

London

Daniel
Clarke

Partner

London

Martin
Crutchley

Adviser

Midlands

Paul
Cullis

Partner

London

Nigel
Davis

Partner

London

Ben
Dickson

Adviser

London

Bruce
Dodd

Partner

London

Simon
Duncan

Partner

London

Luke
Edmond

Partner

London

Erez
Erlbaum

Partner

London

Joe
Fisher

Adviser

Midlands

David
Fleet

Adviser

Midlands

James
Gale

Partner

London

Alex
Green

Partner

London

Paul
Gubby

Partner

London

Patrick
Haines

Partner

London

Sue
Hardy

Adviser

Midlands

Jonathan
Hearn

Adviser

Midlands

Jeff
Hodgetts

Partner

London

Jonathan
Horler

Partner

London

Phil
Jefferies

Adviser

Midlands

Matt
Johnston

Partner

London

Nadia
Johnstone-Smith

Adviser

Midlands

Max
Jones

Partner

London

Rob
Kenyon

Adviser

Midlands

David
Killingley

Partner

London

Adrien
Landreau

Partner

London

James
Lloyd

Adviser

Midlands

Paul
Malins

Partner

London

Fina
Mann

Adviser

Midlands

Tim
Martineau

Partner

London

Stephen
Mills

Partner

London

Andrew
Mina

Partner

London

Aaron
Mottershaw

Partner

London

John
Mullally

Partner

London

James
Nightingale

Partner

London

Mark
Priestley

Partner

London

Nathan
Prior

Partner, Head of PWM International

London

Robert
Record

Partner

London

Rebecca
Rider

Partner

London

William
Roberts

Partner

London

Hilary
Schofield

Partner

London

Anthony
Shields

Partner

London

Brett
Skipper

Partner

London

Kat
Smilewicz

Partner

London

Robert
Stratton-Brown

Partner

London

Matthew
Strickland

Partner

London

Chris
Thomas

Adviser

London

Adam
Thompson

Partner

London

Jason
Toumba

Partner

London

Andrew
Tustin

Partner

London

Richard
Wagg

Partner

London

Simon
Ward

Partner

London

Philip
Warren

Partner

London

Tony
Wassell

Partner

London

Matthew
Wildman

Partner

London

Harriet
Wilkins

Adviser

London

Duncan
Wilson

Partner

London