Tom SheridanChief Executive Officer

Tom, who has over 35 years' experience in the investment community, has a history of successful innovation. Together with Justin Urquhart Stewart and the team below he founded Seven Investment Management (7IM).

Justin Urquhart StewartHead of Corporate Development

Justin is one of the most recognisable and trusted market commentators on television, radio, and in the press. In early 2001, he co-founded Seven Investment Management (7IM).

David CarrollHead of Strategy

David has over 25 years' private client investment management experience and was responsible for establishing the relationship management team at 7IM.

Charles SparrowChief Financial Officer

Charles is a chartered accountant with over 25 years' experience and now leads the 7IM Finance, Compliance, Investment Risk, Legal and HR functions.

Phil BungeyChief Operating Officer

Phillip joined the management team as Chief Operating Officer in June 2016. He leads our Operations, Technology, IT Development, Business Architecture and Change functions. He has over 29 years' experience having held a number of senior positions covering operations, technology development and change.

Jane RoutledgeHead of Marketing

Jane joined in November 2011 and leads the Marketing team at 7IM. She has over 25 years' experience in the investment management industry in both Marketing and Client Services roles. Her marketing experience spans from the institutional world to the private client.

Chris DarbyshireChief Investment Officer

Chris is the Chief Investment Officer and joined the team in 2012.  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.

Stewart SandersonCo - Head of Relationship Management

Stewart joined 7IM from Coutts & Co to lead our Discretionary Investment Business. Stewart is responsible for the day to day management of the Relationship Management team.

Verona SmithHead of Platform

Verona joined the 7IM management team as Head of Platform in November 2013.  Verona leads our relationship management, sales and service platform offering.  

Robert PoultenHead of Sales

Robert is Head of Sales for 7IM, with whom he has worked since the early days. Robert leads the 7IM Business Development team.


Business Development Team

Andrew DonaldBusiness Development Manager

Andrew Donald is a Business Development Manager responsible for the South East, East Midlands, London and Northern Ireland. He 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 Tom Hardy.

Mobile: 07525 910129

Ross LaceyBusiness Development Manager

Ross Lacey is a Business Development Manager responsible for the South East. Ross holds the CII Diploma in Regulated Financial Planning, CFA Investment Management Certificate and CII Certificate in Discretionary Investment Management. 

Mobile: 07818 809900

Nick HeathBusiness Development Manager

Nick Heath is a Business Development Manager responsible for London. 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 3823 8781

Robert HardyBusiness Development Manager

Robert Hardy is a Business Development Manager responsible for the Midlands, Wales, South and South West England. He has the CII Diploma in Financial Planning and the UKSIP Investment Management Certificate. Robert is supported by Jamie Evans.

Mobile: 07811 142328

Matthew HorrocksBusiness Development Manager

Matthew Horrocks is a Business Development Manager responsible for the Midlands, Wales, South and South West England. He has the CII Diploma in Financial Planning and has worked for two of the UK's largest platform and SIPP providers before joining 7IM in 2015. Matthew is supported by Jamie Evans.

Mobile: 07808 761612

Jamie EvansBusiness Development Support Manager

Jamie Evans joined 7IM in September 2010 as Regional Relationship Support. In April 2015, Jamie became Manager of the Business Development Support Team and is currently studying for the Investment Management Certificate.

Direct Line: 020 3823 8822

Tim Coverdale Business Development Manager

Tim Coverdale is a Business Development Manager responsible for the North of England. 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

Luciano CairaBusiness Development Manager

Luciano Caira is a Business Development Manager responsible for Scotland.  He joined 7IM in August of 2015, following 15 years at Scottish Widows, and has a CII Diploma in Financial Planning.

Mobile: 07872 033514

Tom ColeBusiness Development Support

Tom Cole is Business Development 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 qualification.

Phone: 020 3823 8835

Peter CrewsBusiness Development Support

Peter Crews is Business Development Support and joined 7IM in October 2009. Peter holds the Financial Planning Certificate from the CII, the SII Securities Certificate and the CFA Investment Management Certificate.

Direct Line: 020 3823 8794




Tom Sheridan
Chief Executive Officer

Justin Urquhart Stewart
Head of Corporate Development

David Carroll
Head of Strategy

Charles Sparrow
Chief Financial Officer

Phil Bungey
Chief Operating Officer

Jane Routledge
Head of Marketing

Chris Darbyshire
Chief Investment Officer

Stewart Sanderson
Co - Head of Relationship Management

Verona Smith
Head of Platform

Robert Poulten
Head of Sales


Business Development Team

Andrew Donald
Business Development Manager

Ross Lacey
Business Development Manager

Nick Heath
Business Development Manager

Robert Hardy
Business Development Manager

Matthew Horrocks
Business Development Manager

Jamie Evans
Business Development Support Manager

Tim Coverdale
Business Development Manager

Luciano Caira
Business Development Manager

Tom Cole
Business Development Support

Peter Crews
Business Development Support


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