Our People

Our experienced and qualified staff will go above and beyond to work with you to provide the best service and achieve your goals.

Meet the Wise Team

As an employee-owned business, our people each own a share in Wise Investment. This means we all have a vested interest in the success, reputation, and longevity of Wise Investment.

We run our business ethically, making sure to be open, honest, and straight-talking.

Directors

Alexandra
Rae
Chief Executive Officer
Angus
Aston
Director and Senior Financial Planner
James
Payne
Director and Senior Financial Planner
Robert
Blinkhorn
Chief Operating Officer

Financial planning

Angus
Aston
Director and Senior Financial Planner
David
Burrell
Financial Planner
Deborah
Dunks
Head of Financial Planning
Jamal
Moche
Financial Planner
James
Payne
Director and Senior Financial Planner
Joe
Cooper
Chartered Financial Planner
Karen
Craig
Financial Planner

Paraplanning

Andrew
Reed
Paraplanner
Eloise
Harvey
Head of Administration & Paraplanning
Hannah
Hewitt
Paraplanner
Heidi
Woźniak
Paraplanning Team Leader
Justin
Roake
Paraplanner

Administration

Eloise
Harvey
Head of Administration & Paraplanning
Emma
Bodily
Client Services Administrator
Laura
Wallington
CLIENT SERVICES ADMINISTRATOR
Michelle
Badejo
Administration Team Leader
Siobhan
Johnson
Senior Client Services Administrator
Stephanie
Blake
Senior Client Services Administrator
Will
Brown
Client Services Administrator

Operations team

Chris
Kerridge
Operations Technician
Claire
Burrows
Senior Operations Technician
Heather
Cooper-Harris
Head of Operations
Kim
Hobday
Operations Technician
Laura-Jane
Higgins
Operations Technician

Business Support

Jo
Radcliffe
Social Media & Marketing Coordinator
Katie
Adams
Finance Manager
Ruth
Derbyshire
Executive Assistant/Office Manager

Investment Management

Natascha
Cavers
Investment Analyst
Tom
Partridge
Investment Operations Specialist
William
Geffen
Head of Investment Management

Compliance

Gemma
Chambers
Compliance Officer