Meet The Team
Mark Dormer
Managing Partner
Mark is a senior financial services executive with 25+ years’ experience in global markets, trading, and strategic leadership. He began his career at Morgan Stanley and held senior roles at Panmure Gordon, Bankers Trust, Citigroup, and UBS, where he was Head of UK Program Trading. He has also held senior management roles at Exception Capital LLC and advised firms including Thames Capital Research and Allston Trading UK on UK operations and governance. Mark has extensive board experience, driving business development, compliance, and strategic execution across private, public, and charitable sectors.
Chris Thornton
Head of US Operations & Investment Advisor Representative
With 15 years of international and US-specific experience, Chris leads our US operations, providing expert guidance to clients navigating complex financial landscapes. As an S65-qualified investment adviser, he specialises in tailored solutions for cross-border clients. Combining deep industry knowledge with strong managerial expertise, Chris ensures seamless advisory services and strategic growth in the US market.
Alex Cockerill
Senior Partner & Investment Advisor Representative
Alex served as a Royal Marines Commando from 2005 to 2009, completing two operational tours before transitioning into Financial Services. Beginning as a Business Development Manager at an International Trust Company, he later joined the largest offshore pensions trust company as International Pensions Manager, ultimately overseeing its entire pension division.
In 2017, driven by a passion for client care, Alex moved into the advisory sector, where he has remained ever since. As one of the most highly qualified advisers in the international market, Alex holds the STEP Certificate in International Trust Management, the Diploma for Financial Advisers (DipFA), the Level 6 Pension Transfers (PETR), the Certificate in Long Term Care and Later Life Planning (Cert LTCP), is a fully qualified US Investment Adviser with FINRA (Series 65) and is a member of the London Institute of Banking and Finance. Dedicated to delivering expert cross-border financial advice, Alex continues to provide tailored solutions for clients worldwide.
Dean Arden
Senior Partner & Investment Advisor Representative
With over a decade of experience as an international financial adviser, Dean brings deep expertise and a personal touch to every client relationship. He holds the UK Level 4 Diploma for Financial Advisers (DipFA) and works with clients across Australia, Europe, and Canada.
Dean is known for building exceptionally strong, long-term relationships with both new and existing clients—offering trusted, tailored advice that supports their financial goals, wherever they are in the world.
Niten Mamtora
Head of Client Services
Niten plays a key role in supporting our advisers and enhancing client relationships. With 15 years’ experience, starting originally with HSBC in the UK, then 10 years ago moving into the cross-border financial advisory sector, he ensures seamless service, helping clients navigate complex financial landscapes across Europe, Australia, and the USA. Dedicated to excellence, Niten provides the backbone of our client support, ensuring a smooth and valuable experience for all.
Edward King
Senior Partner & Investment Advisor
Edward began his career in financial services after earning his degree from Newcastle University in 2012. He started with a leading European advisory firm before relocating to the UAE, where he quickly progressed within the client services division of some of the industry’s most prominent firms.
In 2017, Edward made a natural transition into an advisory role. Now a fully qualified S65 Investment Adviser, he brings a strong technical foundation and a client-first approach to everything he does. Known for his exceptional relationship management skills, Edward is committed to helping clients navigate complex financial decisions with clarity and confidence.
Poppy Nowell
Administration & HR Manager
Poppy began her career at a leading IT organization, where she played a key role in the HR & Admin team, supporting over 600 staff. In 2016, she transitioned into the financial advisory sector, gaining extensive experience in supporting advisers and acting as a vital link between institutions and investment managers. With a strong background in HR and operations, Poppy ensures seamless administrative support and efficient processes across the firm.
Rosie Richards
Advisor Support Specialist
Rosie plays a crucial role in supporting our advisers, ensuring smooth and efficient administrative processes. With a strong background in client services and administration, she assists in managing client documentation, liaising with institutions, and streamlining operations to enhance the client experience. Dedicated and detail-oriented, Rosie helps maintain the highest standards of service and support across the advisory team.
Hamish Gonella
Head of Internal IT Support
With a Bachelor of Science (BSc) in Cyber Security and Networking from Glasgow Caledonian University, Hamish leads our IT operations with expertise and innovation. Additionally, holding an HNC/HND in Cyber Security from Ayrshire College, he ensures our systems remain secure, efficient, and resilient. Dedicated to supporting our team and clients, Hamish plays a crucial role in safeguarding our technology infrastructure.