Meet Our Team

Greater than the tread of mighty armies is an idea whose time has come
 

Christopher Peel

Chief Investment Officer

Christopher Peel is the Chief Investment Officer of Tavistock Wealth and carries direct responsibility for all investments in the Centralised Investment Proposition at the firm. Together with the research and investment team, he manages the ACUMEN Portfolios and the Tavistock PB PROFILES. Christopher has more than 30 years’ experience in financial markets, working with both traditional and alternative asset managers, having held senior management positions at both Citibank and Salomon Brothers. Christopher holds a B.A. degree in Economics from Colorado College.

Ben Raven

Director

Ben is responsible for Business Development at Tavistock Wealth, providing support to Tavistock Advisers as well as promoting the Tavistock Wealth offering to external IFAs. Ben has 10 years’ experience in financial services having held senior management positions at both Asset Management and Wealth Management organisations. At Blacksquare Ben was a Director and Head of Research. At Towry Ben was responsible for implementing the Towry Advisory Proposition as well as conducting due diligence on a number of acquisitions. He holds a B.A in Business Management from Leeds University Business School.

John Leiper

Head of Portfolio Management

John is the Head of Portolio Management at Tavistock Wealth. Together with the research and investment team he manages the ACUMEN Portfolios and the Tavistock PB PROFILES. John has more than 10 years’ experience in financial markets having previously worked in a variety of roles at RBS, Morgan Stanley and Credit Suisse. John holds a BSc degree in Economics from Warwick University and an MSc degree in Economic History from the London School of Economics.

Steven McGregor

Investment Consultant

Steve is responsible for providing investment support to all Tavistock Advisers. Steve has 18 years’ experience in financial services, spending over a decade at Barclays Wealth managing private client portfolios for individuals through to Charities and Trusts. In 2010 Steve joined PB Financial Planning Ltd (PBFP) where he was Investment Director responsible for PBFP’s Discretionary Model Portfolio Service and assets worth £170m. Steve holds an MA in International Political Economics from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where he is also a Chartered Fellow.

Mo Hussain

Senior Business Development Manager

Mo is responsible for promoting the Tavistock Wealth offering to IFAs outside of the Tavistock Group. He has worked in Financial Services for 16 years across mortgage lenders, mortgage brokers and insurance companies. Most recently, Mo worked at Zurich for 9 years as a Business Development Manager, where he was highly successful due to the mutually beneficial relationships he built with advisory firms around the country. At Zurich, Mo successfully helped numerous advisory firms transition and thrive in the new post-RDR world. He holds the CII Diploma in Financial Planning, J10 Discretionary Investment Management and J11 Wrap and Platform Services as well as other qualifications. He is working towards Chartered status.

Liz Feltwell

Business Development Manager

Liz Feltwell is responsible for supporting all advisers within the Tavistock Partnership and helping them grow the size of their business through the use of Tavistock Wealth’s revolutionary investment offering. Liz is also responsible for promoting the Tavistock Wealth offering to IFAs outside of the Tavistock Group. Liz has a number of years’ experience working with city based asset managers and specialist investment houses. Most recently as intermediary sales manager, Liz covered the UK and was responsible for promoting model portfolios to advisers as well as establishing successful commercial relationships with networks.

Andrew Fouracres

Compliance Director

Andy was appointed as Compliance Director and Money Laundering Reporting Officer for Tavistock Wealth in June 2017. He has worked in financial services for over 30 years, predominantly in the network arena, spending the last 15 years with Lighthouse Group Plc as Regulatory Director. He holds the PFS diploma.

Andrew Pottie

Junior Portfolio Manager 

Sekar Indran

Junior Portfolio Manager

India Turnbull

Investment Analyst

Kieran Scott

Senior Business Development Associate

Samuel Harper

Business Development Associate

Julia Fleming

Business Development Associate

Ashleigh Wallage

Administrative Assistant

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