Farewells and Welcomes

This month, we said goodbye to Grace Stewart, a much-valued member of our team. Grace has been a dedicated and professional presence in the office, known for her calm approach, strong work ethic, and commitment to delivering excellent support.

As she takes a year off to travel and explore new places, we couldn't let her go without a proper send-off. The team gathered at a local wine bar to share drinks, stories, and well wishes. It was a fitting farewell for someone who has contributed so much to our team culture and client services. Grace will be greatly missed, and we wish her all the very best on her journey.

At the same time, we’re pleased to welcome two new team members,  Anushika Mahendiran and Xavier Smith, who have joined us as Client Services Officers. They will be supporting our financial advisers and helping ensure a smooth and responsive experience for our clients. We’re excited to have them on board and look forward to the contributions they will bring to the team.

Both Anushika and Xavier will be key in supporting our advisers and ensuring our clients continue to receive outstanding service.

Please join us in sending Grace our heartfelt thanks and best wishes, and in extending a warm welcome to Anushika and Xavier.