Meet Our Financial Leadership Team
Behind every sound financial decision stands a team of dedicated professionals who understand that your financial future deserves careful attention and expert guidance.
Decades of Combined Experience
Our leadership brings together diverse backgrounds from investment banking, regulatory compliance, and financial planning. We've weathered multiple market cycles and understand that sustainable growth comes from disciplined strategies rather than quick fixes.
- Chartered Financial Analyst designations across senior leadership
- Former regulatory positions with Financial Conduct Authority
- Published research in academic finance journals
- Speaking engagements at major industry conferences
Penelope Ashworth
Chief Financial Officer
Penelope joined our organization in 2019 after spending twelve years with Barclays Investment Bank, where she specialized in European equity markets. Her approach to financial management focuses on sustainable growth strategies that protect client interests during volatile periods.
What sets Penelope apart is her ability to explain complex financial concepts in straightforward terms. She regularly conducts educational seminars for our clients and has been featured in Financial Times discussing market trends affecting UK investors.
Professional Background
CFA Institute member since 2016, MSc Finance from London Business School, previously served on the Risk Management Committee at Barclays, guest lecturer at University of Warwick Business School