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Team

Directors

Iain Moodie
Executive Chairman

James Wetherall
Managing Director

Julian Griffiths
Director

 

Olly Parker
Director

Kevin Jones
Director

Lesley Downie
Finance Director

 

 

Julian Griffiths and Team

Julian’s team focuses on providing family office services to high-net worth clients administering the main family trust structure together with their underlying business holdings and trading activities within the overall family umbrella. They provide the necessary services to maintain the offshore management, corporate governance and the required consolidated client reporting.

E: jgriffiths@ptlgroup.com
T:
+44 (0) 1534 849813

John Fitzpatrick
Client Manager

Shelley Parker
Client Manager

Sara Crawford
Client Manager

Tracey Leonard
Senior Accounts Preparer

 

 

Kevin Jones and Team

Kevin’s team specialise in trusts and corporate services for clients with a UK focus where they work closely with the client’s advisors to deliver a comprehensive service with a focus on timely transactions and accurate reporting.

E: kjones@ptlgroup.com
T:
+44 (0) 1534 849811 

Emma Hardwick
Client Manager

Cayley Olwage
Senior Client Administrator

Jonathan Nobes
Client Manager

Belinda Dean
Senior Accounts Preparer

 

 

Olly Parker and Team

Olly’s team are responsible for the majority of our Middle East and European clients where they enjoy the benefits of a structure administered in a politically secure jurisdiction providing asset protection, wealth management and flexible family succession planning.

E: oparker@ptlgroup.com
T:
+44 (0) 1534 849832 

James Parker
Client Manager

Yulia Gilson
Senior Client Administrator

Elisa Scarpa
Senior Client Administrator

Maggie Wilk
Senior Accounts Preparer

 

 

Additional Staff Members

Richard Luce
Client Accountant

Katie Stewart
Senior Investment Administrator

Kerry Coombs-Goodfellow
Senior Client Administrator

 

 

Compliance

Peter Green
Compliance Officer (MLCO/MLRO)

Caroline Fry
Compliance Assistant