The People Behind Your Financial Future
Our team brings decades of combined experience in helping individuals and families navigate complex financial decisions. We believe that understanding your advisor's background and approach makes all the difference in achieving your long-term goals.
Meet Your Financial Partners
Each member of our team brings unique expertise and perspective to financial planning. We've deliberately assembled a diverse group of professionals who complement each other's strengths and share a commitment to client-focused service.
Elena Hartwell
Lead Financial Strategist
Elena started her career in 2008 during the financial crisis, which gave her a unique perspective on market volatility and risk management. She spent eight years with a boutique investment firm before joining our team in 2019. Her approach combines traditional planning principles with modern technology solutions.
Morgana Kildare
Senior Financial Advisor
Morgana brings fifteen years of experience from both corporate finance and personal wealth management. She previously worked with high-net-worth families at a London-based firm and specializes in complex financial situations involving multiple income streams and international considerations.
Our Combined Approach
What sets us apart isn't just individual expertise, but how we work together. Our team regularly collaborates on client cases, bringing multiple perspectives to complex financial challenges and ensuring comprehensive solutions.
Milestone Planning
We help clients identify and plan for major life events, from home purchases to career transitions, ensuring financial readiness for each important step.
Risk Management
Our team evaluates potential financial risks and develops strategies to protect wealth while maintaining growth opportunities aligned with client goals.
Long-term Strategy
We create comprehensive financial plans that adapt to changing circumstances while maintaining focus on long-term objectives and generational wealth building.
Ready to start working with our team? We're currently scheduling consultations for autumn 2025 and would be happy to discuss how our collaborative approach might benefit your specific financial situation.
Schedule Your Consultation