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Head of Private Clients (South West)
Andrea joined Church House in 2017 (and 2020!), following many years working in Private Banking in London and the South of England.
As Head of Private Clients for the South West office, Andrea looks after the investment needs of private clients, families, and charities, including trusts and pensions. She is a Chartered Fellow of the Chartered Institute of Securities and Investments and a Chartered Wealth Manager.
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Client Director
Dan has been with CHI for 20 years as a Client Director and brings a wealth of knowledge in trusts, personal pensions and private clients. He works extensively with solicitors in the region, collaborating on wealth plans for a range of clients.
He holds a diploma with the CII and is a Chartered member of the CISI.
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Client Manager
Louise brings over 20 years' experience helping clients feel comfortable and confident about their financial plans. She takes time to understand each client’s individual needs, providing a thoughtful, personalised service while remaining approachable and attentive.
Louise builds lasting relationships founded on trust, integrity and professionalism. She holds the DipPFS qualification and is a member of the CISI.
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Associate Client Manager
After graduating with a bachelor's degree in Banking and Finance, Elini joined Church House in 2023 as part of the Client Services team.
Since then, she has attained her CISI Level 4 Investment Advice Diploma and has joined the Client Relations team in our Sherborne office, supporting the management of private clients.
Follow Elini on LinkedIn.
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