Ray is the founder and director of Fortnum Financial Group Limited
Neil is the Group CEO and Managing Director of Fortnum Private Wealth and brings his dynamic, organisational leadership experience to the team.
Joel leads a community of like-minded advice professionals with a collegiate approach and genuine desire to provide the best possible services for advisers and clients.
Kerry is a passionate financial services professional, dedicated to seeing the provision of quality financial advice, and supporting the professional advisers who provide this advice.
Phil joined Fortnum in September 2015 as Business Growth Manager.
Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry.
Simone’s role at Fortnum incorporates her passion for helping people grow and develop.
Lisa is the National Operations Manager for Fortnum Private Wealth.
Ian’s responsibilities span across all finance matters, governance, risk and compliance.
Jenny is responsible for all group operation functions within Fortnum inclusive of policies and procedures, onboarding, brokerage and scheduling of adviser audits.