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

Group CEO and Managing Director, Fortnum Financial Advisers

Neil is the Group CEO and Managing Director of Fortnum Financial Advisers and brings his dynamic, organisational leadership experience to the team.

Joel Taylor

Business Development Manager, 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.

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.

Phil Little

Business Growth Manager

Phil joined Fortnum in September 2015 as Business Growth Manager.

Cassandra Mackay

Practice Technology Manager, Fortnum Financial Advisers

Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry.

Simone Munro

Head of The Academy, Collaboration and Culture

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

Lisa Faferko

National Operations Manager, Fortnum Financial Advisers

Lisa is the National Operations Manager for Fortnum Financial Advisers.

Ian White

Head of Finance and Risk

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

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.