ALISTAIR HOPTON

CO-FOUNDER OF MONENTI PARTNERS AND CHARTERED FINANCIAL PLANNER 

Alistair is a Director of the business and a member of the senior management team. His curiosity and commitment have been integral to its vision and management, and the continued development of our client proposition. In his client facing role he most enjoys guiding clients to understand the value of accepting uncertainty as part of ones finances, and the value of planning, rather than having a plan.

His qualifications include: Chartered Financial Planner CII, Certificate in Discretionary Investment Management

Alistair enjoys family holidays with his wife and young daughter. He is also an avid skier, cyclist, runner and reader (non-fiction!).

TOM RAWLINGS

CO-FOUNDER OF MONENTI PARTNERS AND CHARTERED FINANCIAL PLANNER

Tom is a Director of the business and a member of the senior management team. His energy and diligence continue to be a driving force for the progression of the business. Within his client facing role Tom’s passion is helping to deliver clients from Financial Uncertainty to Financial Freedom.

Tom is a Chartered Associate of the London Institute of Banking & Finance and is a Certified Professional in Financial Advice.

Tom spends his time enjoying family life while incorporating his enthusiasm for sport and traveling.

AARON HICKS

CHARTERED FINANCIAL PLANNER 

Aaron has worked within Financial Planning for 11 years, advising a wide range of clients including individuals, owner-managed businesses, families and trusts. He specialises in UK pension and investment planning, portfolio management, cashflow management and understanding behavioural financial advice. He also has experience in guiding clients after significant life events, such as business sales, windfalls and divorce.

Aaron’s qualifications include: Chartered Financial Planner, Chartered Insurance Institute, Certificate in Discretionary Management, Certificate in Mortgage Advice and Equity Release.

HARRY BUSHNELL

CHARTERED FINANCIAL PLANNER

Harry’s day to day focus is to deliver ongoing Financial Planning expertise, helping clients make effective, well-informed decisions. He particularly enjoys exploring the intersection of science and psychology to achieve investment success, and providing clarity and simplicity throughout life’s transitions and inevitable challenges.

Harry’s qualifications include Diploma in Regulated Financial Planning (CII) and Master of Engineering (MEng).

Harry spends his free time consuming podcasts and literature of all types, particularly non-fiction. Harry enjoys keeping fit and is a keen tennis and Formula One fan. He also enjoys city breaks in Europe and, of course, visiting family in South Yorkshire!

LELAN SPENCE

FINANCIAL PLANNER

Lelan is a financial planner working with individuals, families, business owners, and trusts to deliver comprehensive financial advice tailored to their unique needs. Lelan is dedicated to building close, lasting relationships with clients, taking the time to fully understand their personal situations and aspirations.

His qualifications include a Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) and an MSci in Physics with Theoretical Physics from the University of Nottingham.

In his spare time, Lelan enjoys reading, keeping up with the best TV series, and exploring London’s top eateries with his wife.

ANTHONY PHILLIPS

SENIOR PARAPLANNER 

Anthony is the Senior Paraplanner at Monenti Partners and brings over 10 years’ experience of client focused Financial Planning. His high level of technical knowledge and his methodical nature ensures a complete understanding of clients’ objectives and solutions, to best achieve financial wellbeing.

In this role he enjoys the opportunity of being an integral part of a client’s financial planning process, but also being afforded the freedom to apply his technical knowledge to finding and applying firm-wide enhancements.

Anthony is a Fellow of the PFS and a Chartered Financial Planner.

Anthony is an avid sports fan and has travelled across the globe following the highs and lows of England Cricket and the highs and highs of Chelsea Football Club.

FIONA DIAS

OPERATIONS MANAGER 

Fiona has over 20 years’ administration experience within the financial services profession which has evolved into Operations. As an integral part of the business, she ensures that policies and procedures remain current and appropriate. One of her key attributes is cultivating and maintaining relationships with clients and partnered firms.

In her spare time, Fiona enjoys travelling to various parts of the world, eating out with friends and sipping champagne!

SAM CROWLEY

SENIOR ADMINISTRATOR

Sam has over 25 years of administration experience, ranging from working for Financial Planners to working for a large corporate accounting firm.

The main element of her role is to support the Operations Manager and to assist the Financial Planners in their preparation for Financial Planning Meetings, also actioning any follow up tasks from those meetings. She also works closely with our Paraplanners assisting them with everyday tasks from creating Illustrations to chasing Letters of Authority. She enjoys speaking with clients and helping to build on those relationships.

When not working Sam can mostly be found at the yard with her horse, spending time with her children and family as well as socialising with friends.

ROBERT SCARROTT

CLIENT EXECUTIVE

Rob is a Client Executive whose primary role is to support both the Pre- and Post- Planning processes. He assists in gathering client information, ensuring reports are accurately prepared and helping advisers by following up on meeting action points through regular communication with providers and clients.

He graduated from The University of Nottingham with a BSc Hons in Chemistry and embarked on several adventures around the world – including backpacking through South America, South-East Asia and a Ski Season in the Alpes – before starting his journey to become a Financial Planner. He is now studying towards a Diploma in Financial Planning.

Outside of work, Rob enjoys staying fit by playing and watching sports, cooking and spending time socialising with his friends.

SARAH WILTSHIRE

CLIENT EXECUTIVE

Sarah plays a key role in supporting our advisers, helping to ensure a smooth client experience. Her daily tasks include gathering and verifying information, preparing documents for client meetings, and helping coordinate follow-up actions. She enjoys liaising with clients, valuing the unique perspectives they bring and the chance to build lasting relationships.

She holds a BSc in Accounting and Finance from the University of Bath and has several years of experience in investment management. Sarah is currently working towards her diploma in financial planning to deepen her knowledge and support her progression within the profession.

Outside of work, she enjoys listening and playing music, cooking for friends, and exploring new places.

JACK PAYNE

CHARTERED FINANCIAL PLANNER

Jack is a Chartered Financial Planner with seven years’ experience in the profession. He began his career specialising in mortgages and protection before moving into wealth management as a paraplanner and now a financial planner.

His experience has given him strong technical knowledge across areas including investment planning, retirement planning, and cashflow modelling. He enjoys helping clients understand their finances more clearly and supporting them in making decisions that keep them on track to achieve their long-term financial goals.

Jack’s qualifications include the Advanced Diploma in Financial Planning, Advanced Diploma in Mortgage Advice and Equity Release, and the Certificate in Discretionary Investment Management.

Outside of work, Jack enjoys keeping active, whether that is running, training at the gym, or spending time on the golf course. He also enjoys travelling and following his beloved Leeds United.

OLLIE DENNIS

CHARTERED FINANCIAL PLANNER

Ollie is a Chartered Financial Planner with 10 years’ experience in financial planning. He helps clients define what financial freedom means to them and supports them in making financial decisions that keep them on track to achieve their long-term goals.

His experience includes working with high-earning professionals, self-employed solicitors, business owners, and trustees. He also supports people going through divorce, helping them navigate the financial planning needed during significant life changes. Ollie enjoys guiding clients through uncertainty, providing clear and practical advice, and making complex decisions feel more manageable.

His qualifications and professional designations include: Chartered Financial Planner, Advanced Diploma in Financial Planning, Certificate in Discretionary Investment Management, Certificate in Securities Advice and Dealing, Certificate in Advanced Mortgage Advice, and Certificate in Equity Release.

Outside of work, Ollie lives in Walthamstow with his partner, Imogen. He enjoys running, yoga, Pilates, and cycling, as well as making the most of London’s theatre and restaurant scene. He also loves travelling, especially when it involves scuba diving and great local food.