Meet the wealth team

Claire Exley
Head of Financial Advice and Guidance

Claire joined in 2022 from Aviva, with over 16 years’ experience leading and managing financial advice propositions in the UK investment and wealth management sectors. She holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute, a Diploma in Management from the Open University and a BA (Hons) in English Literature from the University of Liverpool.

Chris Liebetrau
Senior Wealth Manager and Financial Planner

Chris joined us in 2020. He is a Certified Financial Planner and Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI), with 15 years’ experience in the financial services industry. 

Sebastian Steyne
Senior Wealth Manager

Sebastian has previously worked for Investec and Williams de Broë. He is a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI) and has been a Chartered Wealth Manager since 2013. He graduated from the University of Essex in 2009, achieving Dean's Honours during a full-year placement at the University of California Santa Barbara in 2008.

Sebastian has over 17 years' investment management experience, starting in the resources, mining and specialist situations sectors before moving to managing high-net-worth multi-asset discretionary portfolios.

Daniel Reed
Senior Wealth Manager

With over 20 years’ experience in the financial services industry, specifically focused on wealth management, Dan has dealt with customers from a variety of backgrounds. He started his career as a stockbroker, moving into advisory derivatives for several years, where he maintained lasting relationships with his client base. Dan has worked for large investment companies in the high-net-worth client space, discussing a breadth of investment products throughout his career.

Paul Hillis
Wealth Practice Manager

Paul is dedicated to upholding and advancing standards across the wealth team to best serve our investors. He has over 20 years' experience helping clients achieve their financial goals and managing teams to guide investors effectively.

Paul joined us in 2021 after a decade working with individual clients, trusts, and corporations at The Charles Schwab Corporation. He holds a BA in Economics with French from the University of Exeter and is a Chartered Financial Analyst (CFA) Charterholder.

James Egan
Senior Wealth Manager & Financial Planner

James began his career in 2007 as a mortgage broker, after graduating with a BSc in Economics from the University of the West of England, Bristol. He holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He transitioned into financial planning with St. James's Place, honing his expertise in retirement planning and investment management.

James's core strength is his ability to strategically structure clients' assets and income, helping clients to maximise retirement funds. Optimising financial outcomes for his clients is at the heart of his professional ethos.

Matt Smith
Wealth Manager and Financial Planner

Matt joined our team in 2019. Over the years, Matt has worked in our Client Support team and later as a Paraplanner. In 2023, he transitioned to the role of Financial Planner, where he helps clients achieve their financial objectives and develops financial plans for those seeking advice.

Matt holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a BSc (Hons) in Criminology and Social Policy from Loughborough University.

Shanaka Cristofoli
Senior Wealth Manager & Financial Planner

Shanaka is a seasoned Chartered Financial Adviser and Fellow of the Personal Finance Society (PFS), with a robust career spanning 20 years in the financial services industry.

Throughout his career, Shanaka has helped individuals and families build, grow and protect wealth, excelling in breaking down financial planning into clear, understandable steps.

Dayna Morgan
Senior Wealth Manager

Dayna helps our clients optimise their portfolios and achieve financial goals for themselves and their families. She has been part of the team since 2023, joining from Hargreaves Lansdown where she worked with individuals and businesses, specialising in their pension needs. 

Dayna holds a Diploma in Regulated Financial Planning which she completed after attaining a BSc (Hons) in Economics and Accounting from the University of Bristol.

Kira Hewitt
Senior Wealth Manager

Kira helps high-net-worth clients achieve their investment goals. As a CFA charterholder, she brings a global perspective to wealth management, having relocated to London from Vancouver, Canada.

Kira studied at the University of Victoria, where she earned a degree in Economics. During her studies, she gained hands-on experience through internships focused on ESG integration in public markets and mutual fund sales. She furthered her career by completing an intensive development programme centred on relationship management and financial planning, providing discretionary investment advice and portfolio management services to high-net-worth private clients, institutions, and charities.

Niraj Madlani
Senior Wealth Manager

Niraj has over 12 years' experience in the financial services industry serving high-net-worth individuals, large corporate entities and charities. Holding a Diploma in Financial Planning (DipPFS), he is fully qualified to deliver regulated financial planning services and excels in crafting bespoke financial strategies that align with each client's unique objectives.

Niraj is passionate about empowering clients and dedicated to making financial planning simple, easy, and clear to understand. He believes that financial advice should be accessible and tailored to each individual’s needs. His proficiency in navigating complex financial environments makes him a trusted expert in financial planning. He specialises in investment management, retirement planning, and wealth transfer strategies, and is committed to building lasting relationships based on trust and transparency.

Charlotte Wheeler
Wealth Manager

Charlotte has more than eight years' experience assisting clients in achieving their long-term financial goals. She is passionate about helping clients improve their relationship with money, teaching them good financial habits and ultimately making investing accessible to everyone.

Charlotte holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a BsC in Business Management from the University of York.