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Our Experience

For every three man team, we limit the number of private clients we take on to about 120.

Irina Iordanova CertFA DipFA

In addition to holding qualifications to permit the delivery of financial advice, Irina has a Masters in American and English literature, and is currently taking an economics post-grad at the London School of Economics. Her role is to explain, coach and help clients to put agreed tactics into action.

John Inman FCA CTA

John was a partner in the financial planning and tax department of McIntyre Hudson, Chartered Accountants. He specialises in small business accounts and deals with all tax returns for clients where specialist knowledge is required. This includes company returns, trust returns, tax enquiries, Lloyds Names, and PAYE enquiries.

Robert Noble-Warren FCSI CTA MBA

Robert is the asset manager for many of our private clients. He holds the Chartered FCSI, and Chartered Banker designations.