Private Client Team

Specialising in Trusts and Defined Contributions Pensions, Dan started with the business in 2006 having previously worked at Old Mill Financial Services in their pension division. 

Amanda joined Church House in May 1999, following twenty-two years in the City as a Fund Manager. 

Louise joined in 2024, bringing over 20 years of industry experience. She works out of our Sherborne office, helping clients safeguard and grow their investments.  

Elini joined in 2023 after achieving a 2:1 Bachelor’s degree in Banking and Finance. She has since progressed to become a member of the Client Relations Team after attaining a Level 4 Investment Advice Diploma.

Cranley joined following three years at Tellsons Investors as a fund manager, having previously been a private client investment manager at JM Finn for nine years.

Joined Church House in February 2020, after over five years at Investec Wealth and Investment. Joe manages his own clients and supports James Johnsen, Head of Private Clients.

Rob qualified as a solicitor in 1996 but for the last 24 years has worked as a private client investment manager, most recently with Brown Shipley. Rob is a Fellow of the Chartered Institute of Securities and Investment.

Intermediary Sales

Intermediary Sales

Will is a graduate of Sheffield University where he studied politics. He then went on to do a Masters in Marketing at Queen Mary University of London. 

Fred manages our Human Capital Fund and co-manages our Esk Global Equity Fund Read more. 

Investment Team 

Lucy spent 25 years in the fixed interest department at NCL Investments/Smith & Williamson, latterly as a partner. She has a BSc in Economics & Statistics from University College London and supports Jeremy Wharton & James Mahon on the CHIG & Tenax funds focusing on their bond investments.

Rose joined in 2022 as an investment analyst, having graduated from Durham University, where she read History. She works on the equities desk and has passed her IMC and CFA Level 1 exam.

Management

Management