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Meet the Team

Harry Burnham Chartered FCSI

Branch Principal & Investment Manager

Jonathan Mack Chartered FCSI

Branch Principal & Investment Manager

Nicola Allen

Branch Head of Financial Planning

Simon Monk FCSI

Chartered Wealth Manager

Edward Hagger FCSI

Investment Manager

James Ingram FCSI

Investment Manager

Mark Croft Chartered MCSI

Investment Manager

Alfie Spouse CFA

Investment Manager

David Thompson

Business Development Executive

Luke Brampton

Head of Branch Operations

Elaine Leeming

Senior Paraplanner

Daniel Sargent

Financial Consultant

Joe Chesters

Head of Branch Business Development

Peter O’Donnell FCSI

Business Development

Gregor McNie

Business Development

Casper Hanbury

Investment Assistant

Harry Burnham Chartered FCSI

Branch Principal and Investment Manager

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 Raymond James, London Wall, a 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

Branch Principal and Investment Manager

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 five years there, he achieved both his CISI Investment Advice Diploma and
CISI Masters in Wealth Management, passing the three required exams over the course of a year.

Jonathan worked with Harry at Brewin Dolphin and J.M. Finn before rejoining him at
Raymond James as a Branch Principal. He has a proven track record of working
directly with clients and alongside IFAs to develop genuinely bespoke solutions
tailored to specific needs and aspirations.

Jonathan is a Chartered Fellow of the CISI and sits on the panel for the Portfolio
Construction Theory examination. He is a keen sportsman and enjoys playing and
watching most sports including football and golf. Recently, he was awarded the
Freedom of the City of London at Guildhall. In Spring 2024, Jonathan completed
the London Marathon in just over 3 hours and 30 minutes, raising over £24,000
for Prostate Cancer UK as the top fundraiser.

Nicola Allen

Branch Head of Financial Planning

Nicola Allen is a Financial Planner at Raymond James, London Wall, where she delivers bespoke, comprehensive financial plans for private individuals, families, and business owners. Her approach begins with a detailed understanding of each client’s circumstances, goals, and priorities. This allows her to identify key areas of focus such as financial protection, life and retirement planning, business exits, and long‑term investment solutions.

Nicola has particular expertise in pension planning, inheritance tax mitigation, gifting strategies, and business relief solutions. Her technical knowledge, combined with a clear and personable communication style, empowers clients to make confident, well‑informed decisions about their financial futures.

Outside of her work, Nicola enjoys maintaining a high level of fitness through CrossFit and Pilates and is a keen traveller, exploring destinations around the world whenever she can.

Simon Monk FCSI

Chartered Wealth Manager

Simon established the Raymond James Ropemaker Place branch in 2020 before consolidating with the London Wall branch in January 2026 from where he manages portfolios on behalf of families, trusts, charities, pension funds, Court of Protection deputies and personal injury clients.

With almost 35 years of financial services experience, Simon began his investment management career with the independent stockbroking practice of Cawood Smithie & Co., based in North Yorkshire. Following the firm’s acquisition in 2000, he moved to Brown Shipley’s London head office, where he took responsibility for leading a team of investment managers. During his tenure, Simon played a pivotal role in developing Brown Shipley’s Court of Protection and Clinical Negligence offering, forging strong relationships with many of the UK’s leading legal practices in this specialist area. He also served for several years on Brown Shipley’s Investment Policy Committee.

Simon qualified in 1998 and is both a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Throughout his career, Simon has established long-lasting relationships with a broad range of clients across the country. Simon’s clients greatly value his professional yet personal approach, delivering a high level of service together with clear and transparent advice.

Simon is featured in the Spear’s 500 guide for 2024 and 2025, recognised among 600 leading advisers in the Wealth & Investing category. His expertise and client‑first approach were key to his inclusion as a recommended high net worth wealth manager.

Edward Hagger

Investment Manager

After graduating from the University of Oxford, Edward joined stockbrokers Montagu Loebl Stanley & Co in 1985 gaining experience in discretionary portfolio management, before moving onto the high net worth desk following the company’s acquisition by Robert Fleming & Co. Following two years of further academic study at the University of Cambridge, Edward joined Wise Speke in 1996 which was subsequently acquired by Brewin Dolphin, where he was a divisional director from 1998. Edward joined JM Finn in March 2016 to manage portfolios for private clients, trusts, charities and self-invested personal pensions (SIPPs). In December 2021, Edward joined Raymond James, London Wall which had been established by former colleagues.

Outside of work, Edward is passionate about architecture – his house, a perpetual work in progress, is now nearing completion. He also serves as Chairman of the Corporation of London’s Conservation Area Advisory Committee, is a Churchwarden at St Magnus the Martyr in the city, and engages in a hobby that no longer dares to speak its name: railways.

James Ingram

Investment Manager

James Ingram brings over 25 years’ of experience to Raymond James, London Wall, including 18 years in his previous role as a Divisional Director at Brewin Dolphin. He is a Chartered Fellow of the CISI.

Renowned for personal attention to detail with his clients, James focuses on building long-lasting relationships based on trust, understanding and exemplary level of service.

James lives outside London and enjoys the countryside life with his son, playing tennis and making use of the summer months to keep on top of the garden. Skiing in the winter is his favourite holiday pastime.

Mark Croft Chartered MCSI

Investment Manager

Mark graduated from Queen Mary University of London with a BSc in Business & Management. He began his career working closely with financial advisers at Transact, before moving into investment management, where he developed a strong foundation in portfolio construction and client focused investing.

Mark most recently joins us from Brewin Dolphin, where he spent several years as an Investment Manager, managing discretionary portfolios for private clients and working alongside professional intermediaries including solicitors, accountants and IFAs. During his time there, he gained extensive experience across multi asset portfolio construction, global equities and collective investment selection, with a disciplined and pragmatic investment approach.

Prior to Brewin Dolphin, Mark was part of the investment team at Whitefoord LLP, a discretionary investment manager specialising in macro driven strategies, where he worked on global equity and fixed income portfolios and assisted in the management of an OEIC alongside a senior investment manager. Mark holds the CFA Institute Investment Management Certificate and is CISI qualified in Private Client Investment Advice & Management. He has a proven track record of delivering clear, well structured investment solutions and is highly regarded for his thoughtful, collaborative approach with both clients and professional partners.

Outside of work, Mark’s main passion is playing Tennis, Skiing and visiting his friends and family in the Far East.

Alfie Spouse CFA

Investment Manager

Alfie joined Raymond James’ Truro office in 2022 before moving to London. As a member of the investment committee, he plays an active role in managing and analysing client portfolios, with responsibilities spanning asset allocation, third‑party fund selection, and equity research.

He holds a master’s degree in economics from the University of York, the Investment Management Certificate (IMC), and is a CFA charterholder, having completed all three levels at the first attempt.

Outside the office, Alfie can often be found running or exploring London by bike. He completed the London Marathon in 2025 and is a member of the London Edwardians Hockey Club. Originally from Cornwall, he enjoys escaping the City whenever he can—ideally to the mountains, whether cycling up them or skiing down.

David Thompson

Business Development Executive

David began his career at Coutts, where he spent 26 years in client‑facing Private Banking roles. During this time, he qualified as a Wealth and Investment Manager and became a Fellow of the Chartered Institute for Securities & Investment (CISI).

Alongside advising high-net-worth clients, David also served as Head of the Sports and Entertainment client group at Coutts, leading the division successfully for several years.

In 2014, he joined Brown Shipley to focus on delivering tailored investment advice to high‑net‑worth individuals, managing an exclusive portfolio of clients for more than eight years. It was there that David worked closely with Simon Monk, experiencing first‑hand the professionalism of their approach. Impressed by the ethos and client‑focused culture at Raymond James, he joined the business in April 2023 as Business Development Executive.

David is a family man and has interests in all sports, particularly cricket, golf and rugby.  David is also involved in a local (Kent) Charity – Spadework, where he commits a considerable amount of his time supporting the provision of meaningful opportunities for adults with learning and other disabilities.

Luke Brampton

Head of Branch Operations

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 branch with Raymond James. Luke has specialised in working with IFA’s and private clients including Corporates, Trusts, Pensions, Charities and Court of Protection.

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.

Elaine Leeming

Senior Paraplanner

Elaine Leeming is the Senior Paraplanner at Raymond James, London Wall, with over 10 years of experience supporting financial planners in delivering high‑quality, client‑focused advice. Working closely with Nicola Allen, Elaine plays a central role in researching, analysing and preparing detailed financial planning recommendations.

Elaine has extensive experience across a wide range of paraplanning areas, including complex pension planning, tax‑efficient investment strategies, cashflow modelling, and estate planning considerations. Her strong technical knowledge and analytical approach enable her to translate intricate financial information into concise, actionable insights that underpin effective client strategies.

Outside of work, Elaine enjoys travelling the world and experiencing different cultures, bringing a broad and curious perspective to both her professional and personal life.

Daniel Sargent

Financial Consultant

Daniel was fascinated by stock markets from an early age, passing his first professional investment qualification at university.

He has dedicated his career to looking after vulnerable clients, which ultimately led to Daniel being appointed Head of Court of Protection (COP) at Brewin Dolphin.

In 2024, Daniel returned to the City as a Financial Consultant at Raymond James, London Wall where he passes on his specialist knowledge and experience to the wider team.  Daniel also introduces Deputies, industry professionals and prospective clients to the Investment Managers.

He is reunited with former colleagues, including Luke Brampton, who also worked in the COP department at their previous firm.

Daniel follows most sports, in particular football, whilst also enjoys taking his dog for walks in the countryside.

Joe Chesters

Head of Branch Business Development

Joe Chesters has a comprehensive background spanning wealth, asset management, and technology. His career commenced at Bloomberg, where he honed his skills as a fixed-income product specialist covering the electronic trading market.  Determined and displaying business acumen, Joe went on to found a Global Wealth and Asset Management consulting firm with operations in Singapore, Geneva, and London, concurrently establishing a technology consulting business in the United States.

Building on this success, Joe joined Raymond James Investment Services as a consultant. In this role, he was responsible for prospecting and recruiting Wealth Managers as Independent Contractors, leveraging the Raymond James platform. Parallel to his achievements in the wealth management market, Joe launched a digital transformation business in 2022 based out of London. This targets midmarket companies across various sectors, including charities, renewable energy, agriculture, and life sciences, showcasing his versatility and commitment to innovation.

Joe’s most recent venture has seen him join Raymond James, London Wall, where he plays a pivotal role in consulting and leading their Business Development function.  His multifaceted expertise and dynamic approach to business development will see him establish, build, and expand relationships across the KBI market (corporate finance companies, accountants, solicitors, and IFA’s).

In his free time, Joe dedicates his time to causes close to his heart, actively supporting charities like York Mind, The Island, MND Association, My Name’5 Doddie, and Dementia Forward. He’s passionate about making a difference and often channels his energy into raising awareness for these organisations. Outside of his charity work, Joe can be found on his road bike and unwinding on the golf course (when it’s not raining, windy, or cold).  He is also partial to attending sporting events such as rugby, cricket, F1, and tennis.

Peter O’Donnell FCSI

Business Development

Peter’s career started 37 years ago before the industry-changing ‘Big Bang’ and the financial crisis of 1987. He has worked for a number of globally leading firms starting with Hoare Govett, HSBC James Capel for 16 years, Brewin Dolphin as an Investment Director and most recently Tilney, now Evelyn Partners. His latest move has seen him take a consulting role with Raymond James, London Wall having stepped down from day-to-day investment management and relinquishing his authorisations.

Throughout his career, he has been involved with the management of private client money as well as Corporates, Trusts, Pensions and Charities. He prides himself in always thinking of clients first, which is increasingly relevant in the current climate.

The experience Peter has gathered over his career has never been more useful in putting into perspective the current market volatility and developments for some of the younger generation who have only seen the past decade as an almost straight line upwards. This perspective helps to protect client assets in times of genuine market stress. In his new role at Raymond James, London Wall Peter will be working alongside Investment Managers with whom he has worked with for over 20 years.

Peter is a Chartered Fellow of the CISI. He lives in Welwyn Garden City with his wife and 2 children. He is an avid football fan and regular attendee at Arsenal so is well experienced of the highs and lows that comes with long term ‘ownership’.

Gregor McNie

Business Development

Gregor’s career in the city started almost 40 years ago. In January 1986, he joined
James Capel – at the time, one of the most respected private client firms in
the City. Following the deregulation resulting from the “Big Bang”, James Capel
became a wholly owned subsidiary of HSBC. Subsequently, in 2006 Gregor moved to
Brewin Dolphin as an Investment Director and later joined several colleagues at
Ashcourt Rowan (now known as Evelyn Partners) in 2015.

Gregor’s arrival at Raymond James, London Wall, sees him taking a change in role. He
joins in a consultancy role, having stepped down from day-to-day investment
management, working alongside investment managers he has known for three
decades.

Gregor’s team has navigated periods of significantly higher interest rates, providing a wealth of experience to investors. Their background includes the Dotcom booms and crashes, various Asian, European, and Greek debt crises, the global financial crisis of 2007-2009, and numerous conflicts. This extensive perspective has been instrumental in helping to protect client assets and laying the groundwork for growth when market conditions are favourable.

Throughout his career, Gregor has been involved with the management of private client money as well as corporates, trusts, pensions and charities. He believes the
client’s objectives are key to building portfolios that meet their aspirations.

Always a very early riser, Gregor has a passion for walking in almost any environment!
He enjoys a challenge and has cycled from Lands End to John O’Groats, solo. In his spare time, he has a keen interest in local history and is a member of the London Topographical Society, Ipswich Maritime Trust and The Ipswich Society. Gregor is a Chartered Fellow of the CISI and lives in Ipswich.

Casper Hanbury

Investment Assistant

Casper Hanbury is an Investment Assistant at Raymond James London Wall, having first joined the team as a summer intern in 2025. Now working alongside the Investment Management team, Casper provides comprehensive administrative and operational support across the front office, contributing to the smooth delivery of client service and investment operations.

Casper brings energy, attention to detail, and a strong work ethic to the team, with a growing interest in financial markets and portfolio management.

Outside of the office, Casper is an enthusiastic sports fan and an avid follower of Chelsea FC. He enjoys staying active through tennis, skiing, and a wide range of other sports including training for the London Marathon on behalf of Sarcoma UK.