Meet the Cantab team.
Our stated goal is to employ some of the best people in their field. We are committed to investing in ongoing training and development and this coupled with our ethos, management style and commitment to excellent growth has resulted in staff with long service - something highly valued by our clients. We also employ some exceptional recent post-graduates and graduates who are at the beginning of their financial planning careers but keen to assist in giving the best possible service to clients. Our staff providing advice are professionally qualified and continue their professional development within the firm.
Through the experience and expertise of our Directors and staff, we aim to offer outstanding service to our clients.
Client teams include:
David Saunderson - Chief Executive
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.
Dr Jeremy Davis - Managing Director
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.
Toby Allebon - Director
Toby joined the Investec graduate programme in 2001 after reading Natural Sciences at Durham University. He has been working with private clients for many years, most recently as a Private Banker with Investec in London. Toby holds the Chartered Wealth Manager qualification, the Diploma in Regulated Financial Planning, the Investment Management Certificate, the Certificate in Advanced Mortgage Advice and is an ACCA affiliate.
Toby loves spending time with his young family and now watches rather than plays rugby.
Cristina Bota - Director
Cristina trained with Santander Bank and has been advising private clients for many years. Cristina holds a Diploma in Regulated Financial Planning and a Bachelor's degree in Civil Law from Babas Bolyai University.
Cristina enjoys skiing, cycling and squash.
Leah Bramwell - Director
Leah read Economics at Newnham College, Cambridge before starting her career with Orbis Investment Advisory in London. Here, she provided equity investment recommendations for a Global fund and became a CFA Charterholder. Leah completed an MPhil in Economic History at Darwin College, Cambridge where she enjoyed playing Varsity golf and real tennis.
David Simpson - Director
David is a Chartered Financial Planner and holds a Theology degree from the University of St Andrews. He enjoys spending time with his family and following rugby.
David joined Cantab having worked in India for a charity after graduation.
Lionel Welch - Director
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.
Mark Wynne-Jones - Director
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.
Ed Green - Client Director
Edward advises private clients and trusts having attained his Diploma in Regulated Financial Planning whilst working for Lloyds Bank.
After a Biomedical Science degree at Cardiff University, Edward worked as a peptide chemist producing and analysing custom peptides for scientific research and commercial use.
In his spare time, he is renovating his home in Cambridge and enjoys keeping active by cycling, playing football and going to the gym.
Patrick Smyth - Investment Manager
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.
Christopher Collison - Business Development
Christopher has been involved in Business Development for many years and has worked both in the UK and Japan, where he lived for 10 years.
He speaks fluent French and Japanese and spends what spare time he has in indulging his passion for their respective cuisines.
George Rocke - Charity Consultant
George works on the development of Cantab's relationships with charities. He served in the Grenadier Guards for ten years, worked on major national events and then was a Director of the charity International Health Partners.
Tom Lester - Senior Associate Director
Tom joined the Cantab Graduate scheme in 2015 and has since completed the Diploma in Regulated Financial Planning. Prior to this he studied Economics with French at Durham University, which included a placement year at Aix-Marseille University in the South of France.
Outside of the office, Tom is a keen footballer and tennis player and also enjoys following his beloved Leicester City.
Dr Don Stevens - Assistant Director
Don holds a Master of Commerce degree from Stellenbosch University and read for an MPhil in Real Estate Finance at Cambridge University. He holds a PhD in the research area of Behavioural Finance and Applied Quantitative Research, based at St Edmund's College.
In his free time, Don is an avid reader and enjoys watching rugby accompanied with a traditional South African "Braai".
Don captained the Cambridge University rugby team in the 2015 Varsity Match.
Paul Broadbridge - Assistant Financial Planner & Wealth Manager
Paul studied Physics at the University of Warwick. He spent over a decade in the computer industry before pursuing a career in finance with Cantab.
Paul has a young family and is involved with scouting, as well as playing cricket and mah-jong when time allows.
Paul holds the Diploma in Regulated Financial Planning.
Jack Burchell - Assistant Financial Planner & Wealth Manager
Jack joined Cantab having obtained a degree in Sport Science from Loughborough University, where he also competed as a national level swimmer.
Jack still enjoys swimming in his free time and watching football.
Jack holds the Diploma in Regulated Financial Planning.
Matt Shevlane - Assistant Financial Planner and Wealth Manager
Matt joined Cantab having read Economics at the University of Nottingham.
Matt enjoys watching and playing many sports, especially football and tennis.
Matt holds the Diploma in Regulated Financial Planning.
James Giblin - Trainee Financial Planner & Wealth Manager
James joined Cantab having read Economics at the University of Nottingham. James enjoys football, Gaelic football and skiing.
James holds the Diploma in Regulated Financial Planning.
James Hamilton - Trainee Financial Planner & Wealth Manager
James studied Investment and Financial Risk Management at Cass Business School, London. James' interests include playing rugby, skiing and kitesurfing.
James holds the Diploma in Regulated Financial Planning.
Harry Sangha - Trainee Financial Planner & Wealth Manager
Harry 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.
Robyn Wardrop - Trainee Financial Planner & Wealth Manager
Robyn read Mathematics, Accounting and Financial Management at Loughborough University. She joined Cantab after travelling around various countries in the southern hemisphere after graduating.
Robyn has an interest in fine art and plays a variety of sports, including netball and badminton.
Matt Wheeler - Trainee Financial Planner & Wealth Manager
Matt joined Cantab having obtained a MEng in Mechanical Engineering at the University of Southampton. Matt enjoys skiing, playing hockey and golf. He is also an avid follower of football and Formula 1.
Rhys Cann - Graduate Trainee Financial Planner & Wealth Manager
Rhys holds a Master of Economics degree from the University of Birmingham. Rhys enjoys skiing, golf and tennis. He is a keen follower of football and plays for the Cantab 5-a-side team.
Luke Mulley - Graduate Trainee Financial Planner & Wealth Manager
Luke joined Cantab having studied Theology at Durham University. He played cricket at University, and still enjoys playing in his spare time.
Andrew Teevan - Graduate Trainee Financial Planner & Wealth Manager
Andrew was born and raised in Cambridge, and studied History at the University of Bristol. This was followed by a Master's degree from the University of Cambridge, where he investigated the impact of the 'Financial Revolution' in the City of London towards the end of the 17th century.
In his spare time, Andrew loves to play squash, watch rugby, and is an avid reader of novels and history.
James Woodman - Graduate Trainee Financial Planner & Wealth Manager
James read Business Economics at the University of Surrey where he enjoyed both coaching and playing tennis.
Having spent a large portion of his life living in Dubai, he enjoys returning to the hot climate and the accompanying Middle-Eastern cuisine.
Judith Purton - PA to CEO
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.
In her spare time, she enjoys circuit training, pilates and travelling.
Marina Isakova - Finance Assistant
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.