KEY PEOPLE

Tom SheridanChief Executive Officer

Tom, who has over 25 years' experience in the investment community, has a history of successful innovation. He spent two decades with Prudential Bache on three continents, latterly as COO of their International Division with a presence in 16 countries. He subsequently became the MD of Barclays Stockbrokers where he pioneered an industry solution for the handling of major demutualisations in 1997, introduced the UK's first fund supermarket and created the UK's second (after Schwab) internet stockbroker, which later acquired the clients of both Fidelity and Schwab Stockbrokers. Together with Justin Urquhart Stewart and the team below, he has now founded Seven Investment Management (7IM) and developed the first multi-currency US-style Wrap Account in the UK.


Justin Urquhart StewartHead of Corporate Development

Justin is one of the most recognisable and trusted market commentators on television, radio, and in the press. Originally trained as a lawyer, he has observed a unique understanding of the market's roles and benefits for the private investor. Having trained as a barrister, Justin took up international corporate finance, working in both Africa and Singapore then back in the UK. This led Justin to help found Broker Services in 1986, which went on to become Barclays Stockbrokers where he was Corporate Development Director. In early 2001, he co-founded Seven Investment Management (7IM).


Ros PriceChief Investment Strategist

Ros has over 30 years' experience of investment management with a variety of leading investment houses. Most recently, she held the position of European Equity Strategist for Citibank Private Bank, where she developed an asset allocation strategy process that was based on individual clients' risk / return profile. Prior to this, Ros took responsibility for entire institutional portfolios and pension funds, including the Civil Aviation Authority Pension Fund (CAVIAPEN), and for European portfolios at GFM International Investors Ltd. (the international asset arm of the US insurance company Metropolitan Life).


David CarrollHead of Asset Management

David has over 20 years private client investment management experience and was responsible for establishing the relationship management team at 7IM. David continues to manage significant client relationships and is one of the management representatives on the 7IM Asset Allocation Committee.


Charles SparrowChief Financial Officer

Charles is a chartered accountant who trained and qualified at Deloitte Haskins & Sells. As a Senior Manager, he managed a business unit of 40 staff and led a variety of audit, corporate finance, and consulting assignments. He subsequently held the position of Director and Global Head of Finance for the Equity Markets Division of ING Barings.


Hazel PatonChief Operating Officer

Hazel has over 20 years' experience in operations during which time she has implemented and managed a number of teams in Asset Management and Private Banking businesses and was responsible for system implementations and business migrations.  Her role before joining 7IM in 2007 was with Schroders Private Bank where she was Director of Client Accounting with overall responsibilities for the operations team together with third party outsourced relationships, design and business processes.


Wendy MagillHead of Marketing

Wendy has over 20 years' experience in Client Services, Marketing and Human Resources. She currently forms part of the Marketing Team but also has overall responsibility for Client Care within 7IM and is a member of the Management Committee. Wendy previously worked at Barclays Stockbrokers, BZW and Barclays Bank.


Chris DarbyshireChief Investment Officer

Chris recently took over the role of Chief Investment Officer, having joined the team last year.  With his background in research and derivatives he aims to broaden the team's research capability and quantitative skills, and also brings expertise in structured products.  

Chris spent 8 years working in derivatives, primarily at Goldman Sachs.  His career also includes 7 years spent with BNP Paribas where he headed an equity research team, as well as 7 years spent in the media industry as the finance director of a division of Viacom in the United States.  Chris is a graduate of Oxford University.


Stewart SandersonHead of Relationship Management

Stewart joined 7IM from Coutts & Co to lead their Discretionary Investment Business. He has significant personal insight drawn from over 20 years' experience from his time as an Independent Financial Adviser, Private Banker and Regional Director across the UK Private Banking and Wealth Management landscape. Stewart is responsible for the day to day management of the Relationship Management team.


Verona SmithHead of Platform

Verona Smith joined the 7IM management team as Head of Platform in November 2013.  Verona leads our relationship management, sales and service platform offering.  Verona spent seven years at the UK's largest platform, Cofunds, where she was Director of Marketing and Proposition.  Verona has over eighteen years' experience in financial services having worked in both the Australian and UK market on wraps, platforms and associated products and tools.  Previously, she worked for major companies such as Legal & General, American Express and BT Financial Group.


Robert PoultenHead of Sales

Robert Poulten is Head of Sales for 7IM, with whom he has worked since their inception in 2001. Robert leads the 7IM Regional Relationship Management team and is also responsible for product management. Robert has worked predominantly in the finance and technology sectors and has 30 years of experience in high value project sales, and in establishing and leading sales and service functions in high growth companies which are characterised by strong levels of innovation and service.

 

Regional Relationship Management Team

Andrew DonaldRegional Relationship Manager

Andrew Donald is a Regional Relationship Manager responsible for the South East, East Midlands, London and Northern Ireland. He joined 7IM in February 2008 from Selestia where he was Regional Sales Manager. Andrew is qualified to Level 7 and is a Chartered Wealth Manager having completed the CISI Masters in Wealth Management in 2013.  Andrew is supported by Ross Lacey.

Mobile: 07525 910129
Email:    andrew.donald@7im.co.uk


Nick HeathRegional Relationship Support Manager

Nick Heath is a Regional Relationship Support Manager responsible for London. He joined the team in January 2008. Previously Nick was working in a sales support role at Société Générale Asset Management. Nick has the CFA Investment Management Certificate, the Securities and Investment Institute Introduction to Investments, FSA Regulatory Environment and OEIC Administration qualifications.

Direct Line: 020 7760 8781
Email:   nick.heath@7im.co.uk


Robert HardyRegional Relationship Manager

Robert Hardy is a Regional Relationship Manager responsible for the Midlands, Wales, South and South West England. Robert joined 7IM in October 2009 from HSBC Global Asset Management where he held the position of International Sales Manager. Robert has the CII Diploma in Financial Planning and the UKSIP Investment Management Certificate. Robert is supported by Jamie Evans.

Mobile: 07811 142328
Email:    robert.hardy@7im.co.uk


Jamie EvansRegional Relationship Support

Jamie Evans is Regional Relationship Support. Jamie joined 7IM in September 2010 from Jupiter Unit Trust Managers where he worked as a Broker Sales Executive. Jamie is currently studying for the Investment Management Certificate. Jamie supports Robert Hardy.

Direct Line: 020 7760 8822
Email: jamie.evans@7im.co.uk


Tim Coverdale Regional Relationship Manager

Tim Coverdale is a Regional Relationship Manager responsible for the North East of England. Tim joined 7IM in September 2009, having previously held a number of senior positions within the industry. Beyond an excellent understanding of investments and pensions, Tim takes a keen interest in keeping abreast of the latest regulatory issues and their impact upon advisory business models. Tim holds the CII Financial Planning Certificate together with a number of modules from the Advanced Diploma. Tim is supported by Michael Fajardo.

Mobile: 07545 208112
Email:    tim.coverdale@7im.co.uk


Michael FajardoRegional Relationship Support

Michael Fajardo is Regional Relationship Support who joined 7IM in August 2013 from Scottish Widows Investment Partnership, where he supported the Head of Strategic Alliances . Previous to this Michael worked in Sales Support roles for MetLife and Barclays Wealth. Michael is currently studying for the Investment Management Certificate and supports Tim Coverdale.

Mobile:   020 3102 9863
Email:     michael.fajardo@7im.co.uk


Graeme BowdenRegional Relationship Manager

Graeme Bowden is a Regional Relationship Manager responsible for Scotland. He joined 7IM in November 2012 from Legal & General where held the position of Investment Development Manager. Prior to this Graeme worked with AEGON UK for 13 years working latterly as Wealth Development Manager. Graeme has the CFA Investment Management Certificate Unit 1 together with the Chartered Insurance Institute Diploma in Financial Planning. Graeme is supported by Peter Crews.

Mobile: 07872 033514
Email:   graeme.bowden@7im.co.uk


Peter CrewsRegional Relationship Support

Peter Crews is Regional Relationship Support and joined 7IM in October 2009. Peter previously worked in sales and sales support roles for Edward Jones stockbrokers, MetLife and Selestia. Peter holds the Financial Planning Certificate from the CII, the SII Securities Certificate and Unit 1 of the Investment Management Certificate. Peter supports Graeme Bowden.

Direct Line: 020 7760 8794
Email:   peter.crews@7im.co.uk


Andrew NaylorRegional Relationship Manager

Andrew Naylor is a Regional Relationship Manager for the North West and West Midlands. He joined 7IM in February 2011 having previously been Business Development Manager with Macquarie Bank International. Andrew is a Chartered Member of the Institute for Securities and Investment as well as holding the IMC. Andrew is supported by Tom Cole.

Phone: 07808 761612
Email: andrew.naylor@7im.co.uk


Tom ColeRegional Relationship Support

Tom Cole is Regional Relationship Support who joined the team in May 2011. Tom previously worked at Franklin Templeton in a similar role working with their Advisory clients. Tom holds his IMC certificate and supports Andrew Naylor.

Phone: 020 7760 8835
Email: tom.cole@7im.co.uk

 

Explore

KEY PEOPLE

Tom Sheridan
Chief Executive Officer

Justin Urquhart Stewart
Head of Corporate Development

Ros Price
Chief Investment Strategist

David Carroll
Head of Asset Management

Charles Sparrow
Chief Financial Officer

Hazel Paton
Chief Operating Officer

Wendy Magill
Head of Marketing

Chris Darbyshire
Chief Investment Officer

Stewart Sanderson
Head of Relationship Management

Verona Smith
Head of Platform

Robert Poulten
Head of Sales

 

Regional Relationship Management Team

Andrew Donald
Regional Relationship Manager

Nick Heath
Regional Relationship Support Manager

Robert Hardy
Regional Relationship Manager

Jamie Evans
Regional Relationship Support

Tim Coverdale
Regional Relationship Manager

Michael Fajardo
Regional Relationship Support

Graeme Bowden
Regional Relationship Manager

Peter Crews
Regional Relationship Support

Andrew Naylor
Regional Relationship Manager

Tom Cole
Regional Relationship Support