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Over the course of his career, Chris has founded both private and listed companies, including a financial advice firm and a foreign exchange brokerage. Chris has been a member of the Institute of Chartered Accountants since 2005 and was approved by the Financial Conduct Authority in 2012.
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Jonathan began his career at the investment banking division of Barclays, since when he’s worked in the city in a variety of roles – as an advisor, an investor and a director. He was instrumental in the creation of T Bailey Fund Services and served as the non-executive director of a quoted independent financial advisor network. He is a fellow of the Chartered Institute of Securities & Investment.
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Arun is our senior investment manager. He has spent the last 15 years specialising in investment management with a focus on managing portfolios for private clients, trusts and charities. Arun is a CFA Charterholder and a Chartered Fellow of the Chartered Institute for Securities & Investment.
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Umer Farooq is a Chartered Certified Accountant with over 15 years of experience in Accountancy, Recruitment, Software Development and Financial Services. He has a proven track record of success in a variety of roles, including, financial management, financial reporting, tax planning, risk management, business strategy and business advisory. Umer is a highly skilled accountant with a strong understanding of financial principles and regulations. He is also an experienced business manager with a proven ability to lead and manage teams. Umer is commercially astute and has a keen eye for identifying and capitalising on business opportunities. He is also an effective communicator and is able to build strong relationships with clients and colleagues.