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Meet The Team

Meet the People Behind Private Client Consultancy

Our dedicated team is here to provide services that are straightforward, reliable, and designed with you in mind.

We take pride in what we do and are always ready to help.

Senior Leadership Team

Andy Oliver - Meet The Team Image

Andy Oliver

CEO

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Kevin - Meet The Team Image

Kevin Birtles

Managing Partner & Sales Manager

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Joanne Wilson

Head of Business HR & Property

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Maggie Panet

Maggie Panet

Compliance Officer

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Sales & Client Support Team

Kevin - Meet The Team Image

Kevin Birtles

Managing Partner & Sales Manager

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John Alden

John Alden

Wealth Manager

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Grant Chalmers

Grant Chalmers

Wealth Manager

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Maxine Stubbs

Maxine Stubbs

Sales Support

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Aiga Fraser

Head of Sales Support - Head of PCC Network

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Sue Adjayi

Sales Support

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Peter Smith

Peter Smith

Wealth Manager

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Jonathan Ellis

Jonathan Ellis

Assistant to Wealth Managers

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Amanda Clayden

Amanda Clayden

Sales Support

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Marc Wein

Marc Wein

Wealth Manager

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Miles MacDonald

Wealth Manager

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Andrea Rosales Main Image

Andrea Rosales

Business Development Manager

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Svetlana Vishnevska Main Image

Svetlana Vishnevska

Wealth Manager

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Corporate Services & Oversight (Compliance, Legal , Finance & HR)

Angelica Polo - Meet The Team Image

Angelica Polo

Head Of Financial Operations

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Autiria Samba

Autiria Samba

Junior Compliance Officer

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Hala Alsleibi

Finance Administrator

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Joanne Wilson

Head of Business HR & Property

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Maggie Panet

Maggie Panet

Compliance Officer

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Property

Joanne Wilson

Head of Business HR & Property

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IT

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Richard Burke

Head of Development

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Brody Bassett

IT Support

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Harry Lloyd

Harry Lloyd

Trainee IT & Web Development Associate

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Marketing

Harry Lloyd

Harry Lloyd

Trainee IT & Web Development Associate

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Patricia Karehnke

Content Coordinator

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