PEOPLE

The key to our success lies in the skill and experience of our people.

Our team has creativity, personality and a deep and broad financial knowledge.

We value transparency above all else.

THE PARTNERS

Max Thowless-Reeves FOUNDING PARTNER

Tom Hall PARTNER

Richard Farmiloe PARTNER

Steve Hollis CHAIRMAN & PARTNER

Susannah Moseley Gray MANAGING PARTNER

Laurence Forrester PARTNER

Max Thowless-Reeves FOUNDING PARTNER

Susannah Moseley Gray MANAGING PARTNER

Tom Hall PARTNER

Richard Farmiloe PARTNER

Steve Hollis CHAIRMAN & PARTNER

Laurence Forrester PARTNER

Max Thowless-Reeves FOUNDING PARTNER

Richard Farmiloe PARTNER

Susannah Moseley Gray MANAGING PARTNER

Steve Hollis CHAIRMAN & PARTNER

Tom Hall PARTNER

Laurence Forrester PARTNER

THE TEAM

Mark Trafeli LEGAL COUNSEL

Ashni Desai CLIENT EXPERIENCE MANAGER

Shaun Dixon OPERATIONS MANAGER - SORBUS.ORG

Mikha Ranada PARAPLANNER

Andrew Proctor CHIEF FINANCIAL OFFICER

Scott Garratley INVESTMENT MANAGER

Kathryn Fox CHIEF OPERATING OFFICER - SORBUS.ORG

Sara Winfield OFFICE MANAGER

Charles Cantlie SALES AND BUSINESS DEVELOPMENT

Andrew Emery COMPLIANCE OFFICER

Ellie Bradford PARTNER ADMINISTRATOR

Karen Temple PARTNER ADMINISTRATOR

Zainab Koya TRAINEE INVESTMENT MANAGER

Mark Trafeli LEGAL COUNSEL

Sara Winfield OFFICE MANAGER

Karen Temple PARTNER ADMINISTRATOR

Charles Cantlie SALES AND BUSINESS DEVELOPMENT

Andrew Emery COMPLIANCE OFFICER

Zainab Koya TRAINEE INVESTMENT MANAGER

Mikha Ranada PARAPLANNER

Andrew Proctor CHIEF FINANCIAL OFFICER

Scott Garratley INVESTMENT MANAGER

Ellie Bradford PARTNER ADMINISTRATOR

Ashni Desai CLIENT EXPERIENCE MANAGER

Kathryn Fox CHIEF OPERATING OFFICER - SORBUS.ORG

Shaun Dixon OPERATIONS MANAGER - SORBUS.ORG

Andrew Proctor CHIEF FINANCIAL OFFICER

Mark Trafeli LEGAL COUNSEL

Scott Garratley INVESTMENT MANAGER

Sara Winfield OFFICE MANAGER

Ellie Bradford PARTNER ADMINISTRATOR

Karen Temple PARTNER ADMINISTRATOR

Ashni Desai CLIENT EXPERIENCE MANAGER

Charles Cantlie SALES AND BUSINESS DEVELOPMENT

Kathryn Fox CHIEF OPERATING OFFICER - SORBUS.ORG

Shaun Dixon OPERATIONS MANAGER - SORBUS.ORG

Andrew Emery COMPLIANCE OFFICER

Zainab Koya TRAINEE INVESTMENT MANAGER

Mikha Ranada PARAPLANNER