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Sales Director
Intermediary Sales
This is the Credentials heading
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CEO, Acme Enterprises
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Fund name
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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.
Neil joined in Dec 2022 with over two decades of experience helping individuals and families plan for secure and successful financial futures.
Private Client Team
James joined after a hugely successful career spanning over thirty years at JM Finn. He was educated at Eton College and Bristol University and is a Fellow of the Chartered Institute of Securities.
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.
Cranley joined Church House following three years at Tellsons Investors as a fund manager. Prior to that, he worked for nine years as a private client investment manager at JM Finn.
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.
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.
Based in London, Rory joined Church House in 2012 and is co-Fund Manager of Church House UK Equity Growth, UK Smaller Companies Fund and the Esk Global Equity Fund. Read more.
Fred co-manages our UK Equity Growth Fund and the UK Smaller Companies Fund. Read more.
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.
Investment Team
Management
Management
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