ALISTAIR HOPTON

Co-Founder of Monenti Partners and Chartered Financial Planner

Alistair is a Director of the business and a member of the senior management team. His curiosity and commitment have been integral to its vision and management, and the continued development of our client proposition. In his client facing role he most enjoys guiding clients to understand the value of accepting uncertainty as part of ones finances, and the value of planning, rather than having a plan.

His qualifications include: Chartered Financial Planner CII, Certificate in Discretionary Investment Management

Alistair enjoys family holidays with his wife and young daughter. He is also an avid skier, cyclist, runner and reader (non-fiction!).

TOM RAWLINGS

Co-Founder of Monenti Partners and Chartered Financial Planner

Tom is a Director of the business and a member of the senior management team. His energy and diligence continue to be a driving force for the progression of the business. Within his client facing role Tom’s passion is helping to deliver clients from Financial Uncertainty to Financial Freedom.

Tom is a Chartered Associate of the London Institute of Banking & Finance and is a Certified Professional in Financial Advice.

Tom spends his time enjoying family life while incorporating his enthusiasm for sport and traveling.

AARON HICKS

Chartered Financial Planner

Aaron has worked within Financial Planning for 11 years, advising a wide range of clients including individuals, owner-managed businesses, families and trusts. He specialises in UK pension and investment planning, portfolio management, cashflow management and understanding behavioural financial advice. He also has experience in guiding clients after significant life events, such as business sales, windfalls and divorce.

Aaron’s qualifications include: Chartered Financial Planner, Chartered Insurance Institute, Certificate in Discretionary Management, Certificate in Mortgage Advice and Equity Release.

HARRY BUSHNELL

Financial Planner

Harry’s day to day focus is to deliver ongoing Financial Planning expertise, helping clients make effective, well-informed decisions. He particularly enjoys exploring the intersection of science and psychology to achieve investment success, and providing clarity and simplicity throughout life’s transitions and inevitable challenges.

Harry’s qualifications include Diploma in Regulated Financial Planning (CII) and Master of Engineering (MEng).

Harry spends his free time consuming podcasts and literature of all types, particularly non-fiction. Harry enjoys keeping fit and is a keen tennis and Formula One fan. He also enjoys city breaks in Europe and, of course, visiting family in South Yorkshire!

LELAN SPENCE

Financial Planner

Lelan is a financial planner working with individuals, families, business owners, and trusts to deliver comprehensive financial advice tailored to their unique needs. Lelan is dedicated to building close, lasting relationships with clients, taking the time to fully understand their personal situations and aspirations.

His qualifications include a Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) and an MSci in Physics with Theoretical Physics from the University of Nottingham.

In his spare time, Lelan enjoys reading, keeping up with the best TV series, and exploring London’s top eateries with his wife.

ANTHONY PHILLIPS

Senior Paraplanner

Anthony is the Senior Paraplanner at Monenti Partners and brings over 10 years’ experience of client focused Financial Planning. His high level of technical knowledge and his methodical nature ensures a complete understanding of clients’ objectives and solutions, to best achieve financial wellbeing.

In this role he enjoys the opportunity of being an integral part of a client’s financial planning process, but also being afforded the freedom to apply his technical knowledge to finding and applying firm-wide enhancements.

Anthony is a Fellow of the PFS and a Chartered Financial Planner.

Anthony is an avid sports fan and has travelled across the globe following the highs and lows of England Cricket and the highs and highs of Chelsea Football Club.

FIONA DIAS

Operations Manager

Fiona has over 20 years’ administration experience within the financial services profession which has evolved into Operations. As an integral part of the business, she ensures that policies and procedures remain current and appropriate. One of her key attributes is cultivating and maintaining relationships with clients and partnered firms.

In her spare time, Fiona enjoys travelling to various parts of the world, eating out with friends and sipping champagne!

HOWARD PONT

FINANCIAL PLANNER

Howard has been a Financial Planner for over three decades, working in both client facing and practice management roles. At Monenti Partners he will be facilitating the effective handover of his client relationships over the coming years as he approaches his retirement from the profession.

ALICE BINGHAM

PARAPLANNER

Alice is a Paraplanner with 5 years of experience in financial services working with both individual clients and small businesses. A main element of her role involves writing individual advice reports tailored to a client’s personal circumstances, objectives, and long-term goals. She especially enjoys helping clients with their retirement plans and objectives. This area also allows her to apply her most in-depth knowledge and understanding as this is a specific area, she has a great deal of experience in.

Professional Qualifications from the Chartered Insurance Institute: R01 Financial Services, Regulation and Ethics, R02 Investment Principles and Risk and R04 Pensions and Retirement Planning.

Alice enjoys going home to Cheshire to visit family every couple of months. She also enjoys Muay Thai boxing, and yoga classes at her local gym in spare time during the week.

SAM CROWLEY

SENIOR ADMINISTRATOR

Sam has over 25 years of administration experience, ranging from working for Financial Planners to working for a large corporate accounting firm.

The main element of her role is to support the Operations Manager and to assist the Financial Planners in their preparation for Financial Planning Meetings, also actioning any follow up tasks from those meetings. She also works closely with our Paraplanners assisting them with everyday tasks from creating Illustrations to chasing Letters of Authority. She enjoys speaking with clients and helping to build on those relationships.

When not working Sam can mostly be found at the yard with her horse, spending time with her children and family as well as socialising with friends.

BEN RUIZ

CLIENT ASSOCIATE

Ben began working in financial services after graduating with an LLB in Law from Nottingham University. As a Client Associate, he has helped to bring the Tailored Financial Planning process forward and plays an integral role in its smooth and efficient running. He also assists the Directors of the business effectively carry out their financial planning meetings.

He has a diploma in financial planning and has now begun his journey to achieving his next objective of becoming a Chartered Financial Planner.

When Ben isn’t at work, he can be found playing speed chess or praying that Crystal Palace can eventually be free of mid table mediocrity.