Our people have been chosen for their different backgrounds, skills and temperaments, which allow us to assess investments from several different perspectives. We believe this improves the quality of our decision-making and the long-term performance of portfolios.
All our people appreciate the benefits of working in collaboration. They also have a deep understanding of your clients’ varying needs, investment objectives and attitudes to risk.

Heartwood Client Services

 
Head of Client Services
Guy Hudson

Head of Intermediary Sales
Mark Rockliffe

Financial Adviser Support
Emma Laughlin
Luci Worbey

Heartwood Investment Management

 
Chief Investment Officer
Noland Carter

Investment Directors
David Absolon
Scott Ingham
Martin Perry
Alan Sippetts
Michael Stanes

Associate Directors
Kevin Divall

Investment Associates
Jade Fu
Emma Laughlin
Jaisal Pastakia

Quantitative Analyst
Daniel Evans

Head of Investment Communications
Giles Peel