Meet Our Team

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Ray Miles

Founder and Chairman, Fortnum Financial Group Limited

Ray is the founder and executive chairman of Fortnum Financial Group Limited (trading as Fortnum Financial Advisers).

Neil Younger

Managing Director and Group CEO, Fortnum Financial Group Limited

Neil is the Managing Director and Group CEO of Fortnum Financial Group Limited

Joel Taylor

Managing Director, Fortnum Private Wealth

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.

Simone Munro

Head of The Academy, Collaboration and Culture

Simone’s role at Fortnum incorporates her passion for helping people grow and develop.

Phil Little

Business Growth Manager

Phil joined Fortnum in September 2015 as Business Growth Manager.

Kerry Thomas

Head of Advice, Fortnum Financial Advisers

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.

Guyon Cates

Independent Chair of Fortnum's Risk and Compliance Committee, Good Advice

Guyon is passionate about the development of professional processes to help advisers provide quality advice efficiently and professionally.

Lisa Faferko

National Operations Manager, Fortnum Financial Advisers & FPSA

Lisa is the National Operations Manager for Fortnum Financial Advisers and FPSA.

Ian White

Head of Finance and Risk

Ian’s responsibilities span across all finance matters, governance, risk and compliance.