Harry Burnham started his career at Williams de Broe in the 1990’s and was part of the team that moved to Brewin Dolphin in 2000. Becoming their youngest Director in 2001, he managed a wide range of portfolios as well as the group’s pension fund from launch in 2004 until his departure in 2013.
At the same time he designed and ran the group’s fund research, implementing a new strategic approach for the Company. In 2013 he was asked to become Chief Executive Officer of Ashcourt Rowan as part of a turnaround strategy for the business. He continued to manage client investments alongside his management role.
Following the takeover of Ashcourt Rowan in 2015, Harry stayed on to oversee the integration of the business before leaving to take up the role of Investment Director at J.M Finn. He subsequently departed to become Branch Principal of an independent branch of Raymond James Investment Services, where he can grow the business alongside like-minded individuals who place the client first and offer exciting career opportunities for those involved at all levels.
Harry is a Liveryman of the Worshipful Company of Gunmakers and President of the Salt Hill Society which recently celebrated its 235th year. Living in Buckinghamshire, he is the President of The Royal South Bucks Agriculture Association. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. His interests include oenology, Country pursuits, alongside football and cricket and when feeling suitably foolhardy – tobogganing.
Jonathan Mack Chartered FCSI
Jonathan graduated from Loughborough University with First Class Bsc (Hons) in Construction Engineering. He started his career at Barclays before completing the Brewin Dolphin graduate training programme as their leading graduate. During his 5 years there, he achieved both his CISI Investment Advice Diploma and CISI Masters in Wealth Management in fastest possible time possible at Brewin Dolphin.
Jonathan worked with Harry at Brewin Dolphin and J.M. Finn before re-joining him at Raymond James as a Branch Principal. Jonathan has a strong track record working alongside IFAs to create genuinely bespoke solutions that are tailored to your clients’ specific needs and aspirations whilst aligning these with the financial plan you have created.
Jonathan is a Chartered Fellow of the CISI and sits on the panel for the Portfolio Construction Theory examination. He is a keen sportsmen and enjoys playing and watching most sports including football and golf. He is a Tottenham Hotspur season ticket holder and has a golf handicap of 8.
James began his career back in 1992 for Winterthur Life working on their flagship SIPP products. He then moved into Financial Planning before turning his attention to helping firms develop and sell their intermediary propositions. During his 9 years at Brewin Dolphin he implemented the design of the new intermediary proposition growing assets under management from a standing start to over £4bn.
As technology has played an ever more important part for financial firms over the last 25 years, James has been at the heart of developing and installing an array of tools to support businesses. This includes helping to select and implement CRM systems, the online boarding of clients and creating cash flow modelling tools allowing financial planning and investment management firms to work together seamlessly.
James currently coaches his son’s football teams at the weekends and has on occasions acted as a ref for few games too!
Luke has over 20 years’ experience in the Investment Management industry. He started his career at Brewin Dolphin in 1999 where he spent five years working in a variety of back office roles gaining an understanding of the industry, before moving to the front office as an Investment Assistant. Luke moved to J.M. Finn in 2016 to continue his career where he worked alongside a team of investment managers, providing administrative support and on-boarding new clients. In 2019 Luke and Harry Burnham’s paths would cross for the third time, as he joined the newly established office with Raymond James.
In his spare time Luke enjoys village life and taking the dog for long walks in the countryside. He is also an avid football fan and season ticket holder at West Ham United.