Our Team

Toby is both a Chartered Wealth Manager and a Chartered Financial Planner. He also holds the Investment Management Certificate, the Certificate in Advanced Mortgage Advice and is an ACCA affiliate.

After reading Natural Sciences at Durham University, in 2001 Toby joined the Investec graduate programme. He has been working with private clients for many years.

Toby loves spending time with his young family and now watches rather than plays rugby.

James studied three years of Medicine at Liverpool University before undertaking an MPhil in Medical Sciences at the University of Cambridge, investigating the role of stem cell therapy for treating osteoarthritis. Away from work, James enjoys weightlifting alongside playing rugby and football.

After graduating from the University of Bath with a BSc in Economics, Diana completed an MPhil in Environmental Policy at the University of Cambridge before joining Cantab. Having grown up in rural Lincolnshire, Diana is a keen horse rider, eventing to international level, and a lover of all things outdoors. When time permits, Diana enjoys playing hockey and netball.

Diana holds the Diploma in Regulated Financial Planning.

Cristina trained with Santander Bank and has been advising private clients for many years. Cristina is a Chartered Financial Planner and holds a Bachelor’s degree in Civil Law from Babas Bolyai University.

Cristina enjoys skiing, cycling and squash.

Leah read Economics at Newnham College, Cambridge before starting her career with Orbis Investment Advisory in London where she provided equity investment recommendations for a Global fund. Leah completed an MPhil in Economic History at Darwin College, Cambridge where she enjoyed playing Varsity golf and real tennis.

Leah is a CFA Charterholder, is a Chartered Wealth Manager, and holds the Diploma in Regulated Financial Planning.

Will has extensive experience in business development and marketing. Prior to joining Cantab, Will worked in international development, was co-founder of two social ventures and has also launched a number of successful FMCG brands.

In his spare time, Will enjoys current affairs, football, long walks and exploring new and distant places.

Jack is a Chartered Financial Planner who joined Cantab having obtained a degree in Sport Science from Loughborough University.

Jack competed as a national level swimmer and still enjoys swimming in his free time and watching football.

Monique holds a Bachelor of Commerce degree in Information Systems and Accounting from the University of Cape Town. She worked for several years in the digital communications sector as Finance Officer before moving to England and joining the University of Cambridge Unified Administrative Services for 14 years, initially as a Financial Adviser but finally as Head of Research Operations.

Monique enjoys running, long coastal walks, gardening and reading.

Liam joined Cantab after graduating from the University of Nottingham with a BSc in Economics. He enjoys spending his time playing, and more recently watching, rugby and his other interests include skiing and squash.

Liam holds the Diploma in Regulated Financial Planning.

Jeremy has been advising private clients and companies for many years and has been the Managing Director of one of the antecedent firms – 35 Finance. Jeremy read Natural Sciences at Magdalene College, Cambridge and holds a Ph.D in Genetics and Plant Breeding. Jeremy is a Chartered Wealth Manager and a Chartered and Certified Financial Planner. Prior to Cantab, Jeremy worked in South America and Africa for the World Bank and Unilever. He is a Fellow of the Royal Society of Arts (FRSA) and enjoys sailing, music and gardening.

Lewis read Natural Sciences at Clare College, Cambridge, before joining Cantab. In his spare time, he enjoys weightlifting, boxing, and is a keen follower of Formula 1.

Edward is a Chartered Wealth Manager and Chartered Financial Planner advising private clients and trustees.

Edward worked previously for Lloyds Bank and has experience in the biotechnology industry having graduated with a degree in Biomedical Science from Cardiff university.

In his spare time, Edward enjoys playing sports and taking trips away with his family.

Antonia holds a BA in Russian from the University of Durham and an MPhil in Soviet Cinema from the University of Cambridge. During her studies, she spent a year abroad in Russia where she studied at the University of Tomsk, Siberia, and worked in financial journalism in Moscow. Antonia is fluent in Russian and is also a native French speaker. In her free time she enjoys running and sailing.

Antonia holds the Diploma in Regulated Financial Planning.

James is a Chartered Financial Planner. James studied Investment and Financial Risk Management at Cass Business School, London, and his interests include playing rugby, skiing and kitesurfing.

Marina has many years’ experience in the financial services sector both in the UK and in Latvia. Marina holds a Bachelor’s degree in Economics and holds the Professional AAT Diploma. Marina is currently working towards the ACCA qualification.

Marina enjoys an active life, travelling and exploring new places, swimming and pilates.

Tom read Economics and Finance at the University of Exeter before completing an MSc in Financial Analysis and Fund Management, alongside playing for the University rugby team. Prior to joining Cantab, Tom worked for a year as a Corporate Finance Analyst following the completion of his studies.

Tom is a native Welsh speaker, having grown up in Cardiff. Tom still plays Rugby competitively at Shelford Rugby Club and also enjoys cooking in his spare time.

Ryan read Mathematics with Finance at The University of Leeds and gained experience in data analytics before joining Cantab. In his spare time, he enjoys weightlifting, cooking and playing football for the Cantab 5-a-side team.

Ryan holds the Diploma in Regulated Financial Planning.

Stefano studied Mandarin Chinese and International Relations at Nottingham Trent University, and joined Cantab with experience in the industry. Originally from Italy, Stefano loves to visit new countries and learn about different cultures. In his free time, he enjoys weightlifting and gaming.

Stefano holds the Diploma in Regulated Financial Planning.

Judith started her career working for a multinational in London in the Human Resources Division. She is PA to our CEO and coordinates our event management and recruitment. She is an Associate member of the Chartered Institute of Personnel and Development (CIPD).

Harry is a Chartered Financial Planner who joined Cantab having read Geography with Economics at the London School of Economics. Alongside his studies, Harry has helped in his family’s businesses. Harry is a sports enthusiast, he particularly enjoys playing football.

David has been giving investment and financial planning advice for many years as the principal of Saunderson House of which he was Chief Executive for twenty four years and then subsequently with Cantab and its antecedents. David read engineering at Downing College, Cambridge and then qualified as a Chartered Accountant with Price Waterhouse in 1979. David serves as a trustee of several charities and enjoys skiing and tennis when time allows.

David is a Chartered Accountant and holds the Investment Management Certificate of the CFA. He read Geography at Downing College, Cambridge. David loves cricket, walking and travelling to ‘off the beaten track’ destinations.

Patrick trained with Refuge Assurance and has worked within the investment and insurance sector for many years. Patrick joined Cantab’s antecedent firm in Cambridge in 2005 providing investment portfolio advice for private clients, trusts and charities. Patrick is an Associate of the Chartered Insurance Institute and a member of the CFA Society and holds the Investment Management Certificate.

Patrick enjoys cooking, music and gardening.

Lionel is a Chartered Financial Planner and holds an economics degree and an MBA from HEC School of Management.

Lionel brings a wide experience of financial markets, analysis and strategy having previously worked for Morgan Stanley in London and Hong Kong, before moving to BlackRock.

Lionel is fluent in French, less so in Spanish and enjoys sailing, skiing and Crossfit.

James studied Economics at the University of Surrey where he also served as president of the tennis club. Having spent several years living in Dubai, James enjoys returning to the Middle East for the warm weather, local cuisine and stunning golf courses.

James holds the Diploma in Regulated Financial Planning.

Mark has 25 years’ experience in global equity and multi-asset investing, with much of this time spent at Investec Asset Management, and prior to that UBS Wealth Management and Cavendish Asset Management.

Mark studied at the London School of Economics and London Business School, and is a member of the Chartered Financial Analyst (CFA) Institute and Chartered Alternative Investment Analyst (CAIA) Association.