Family office - specialists
Joss Dalrymple - London
Director - National head of private client tax services
David Cobb - London
Head of Investment Management & Banking
Dani Glover - London
Director - Personal financial planning
Simon Mabey - London
Director - Private client tax services
Martyn Cross - Bristol
Director - Personal financial planning & employee benefits
Helen Demuth - Bristol
Director - Private client tax services
Graham Healy - Guildford
Director - Private client tax services
Maggie Lowe - Guildford
Director & Head of the Guildford office - Personal financial planning & Advisory investment service
