Our Team

John Watson, Chartered Accountant

Chair of Finance Committee

I’ve held multiple Directorships and FCA-controlled functions in my 20 years in financial services, most recently as UK Group Finance Director at IFG Group plc where my direct reports included the heads of Risk, Compliance, IT, Platform and HR.

I’ve also overseen various M&A transactions including the acquisitions of James Hay from Santander, Saunderson House by IFG and the sale of Delta Financial Systems to Bravura.

I am CEO of CFO & More, a provider of financial, risk and governance oversight to the financial services, fintech and property sectors. CFO & More also specializes in leading M&A transactions. I’m also a NED of Sandringham Financial Partners Ltd, and a Director of Verve Group Limited.

After qualifying as a Chartered Accountant, I was admitted to ICAS in 1991. Any free time I have is spent following Scotland in their football endeavours, which is far less depressing than it sounds!

Tony Wellby, Chartered Financial Planner Partner

Christopher Sexton Partner, Investment Management

Sarah Evans Non-Executive Director

Gareth Parsons, Chartered Financial Planner Partner

Rachael Ott Chief Operating Officer

Colin Gellatly, Chartered Financial Analyst Investment Director

Ashley Pontiggia, Chartered Financial Planner Director

Kate Burton, Chartered Financial Planner Associate Director

Dan Mackenzie, Chartered Financial Planner Associate Director

Jamie Rich, Chartered Financial Planner Associate Director

Nisha Adenuga Office Manager & Executive Assistant

Ben Jordan Senior Investment Analyst

Ben Murrell Senior Operations Analyst

Jessica Udale Client Service Manager

Dee Bahra Client Service Executive

Darnell Brown Client Service Executive

Eden Williams Investment Analyst

Hayley Maclean Deputy Compliance Officer

Louise Fidler Senior Paraplanner

Esther David Paraplanner

Lewis Harding Associate Financial Planner