RICHARD DUNBABIN
Non-Executive Director
Previously CEO of Ascot Lloyd, Richard was instrumental in the growth and development of the business and its client proposition from 2003 to 2017, with the company merging with Bellpenny to form one of the largest Independent Financial Advice practices in the UK. He now provides strategic and ongoing advice to several firms in the UK Wealth Management sector.
ALAN MARKS
Adviser to The Board
Alan brings nearly four decades of financial services experience to Monenti Partners. His management expertise has been recognised with numerous awards, including 2007 Managing Partner of the Year for the Attention Finance Group, itself winner of the Best Managed and Most Innovative Practice in 2010. Alan is now CEO of Harrison Spence, advising owner directors and entrepreneurs on best practice. His preferred area of management is strategic planning, and we are fortunate to have his experience and guidance shaping the future of Monenti Partners for our clients.
Alan has been a qualified accountant, IFA, and company CEO.
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.
The value of investments can go up as well as down, so you could get back less than you invested. This website and its content do not constitute advice, and our services are designed for those resident in the UK.
Monenti Partners Ltd is a company registered in England under number 06299795 Registered office address Littlemead, Hollingdon, Leighton Buzzard, England, LU7 0DN
We are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority (FRN) 485058.