EXTRAORDINARY FINANCIAL SOLUTIONS
OUR TEAM
"Your wealth is important to us"
We are a privately owned and unrestricted wealth management firm, with a team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.
Your wealth is important to us, we can help you manage, grow and secure your wealth with our long-term client approach.
Get in touch with us and see how our services can help you shape the future.
JOHN BOSS
Managing Director
John has over 25 years industry experience starting in 1994. In 2004 John became a Partner for De Montfort Professional Wealth Management, and became an integral part of the practices growth and development helping to establish the practice as a significant company in the sector.
Aegis was founded by John in 2014 as a company offering an innovative range of services to improve the financial lives of both individual and corporate clients. John is an Economist by background and is passionate about helping owner directors of Limited Companies retain more of the monies they generate, and to get more from the wealth that they have accumulated.
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HAIDEE LITTLER
Chartered Financial Planner
Haidee has over 20 years’ experience in the Financial Services industry and heads up our Colchester Office.
Haidee's areas of specialism include High Net Worth Wealth Management, Investment and Retirement planning, Inheritance Tax planning and Protection advice.
IAN BROWN
Independent Financial Adviser
Ian started in the financial services industry in 1988 and has a wealth of experience advising clients across a broad spectrum. In 2004 he established a Wealth Management business with his business Partners, which was acquired in 2016 and integrated into Aviva in 2022.
He specialises in helping his clients build and preserve wealth through the use of tax efficient investment wrappers and he uses his accumulated knowledge to ensure that his clients achieve their life goals leading up to and into retirement. He ensures that any residual assets pass to future generations using his estate planning skills and the use of correctly established Wills and Trusts
ROB MILTON
Independent Financial Adviser
I started my career as a Financial Adviser straight after completing my first degree in Management in 1990, How time flies! Since then I have developed my skills and knowledge in order to give my clients high quality advice in all areas. I am based in the North-West but have two sons living in London. I am also an Ordained Church of England Minister, (with a degree in Theology) so you won't be surprised to learn that integrity is central to my business. I love chatting to people, playing and watching sport. I have specialized in Pension and Invest advice, but yet over the years I have helped hundred's of clients sort out their mortgage and protection needs as well.
BOBBY BHUIYAN
Chartered Financial Planner
I started my financial services career after graduating with two degrees from the prestigious University of Dundee in 2005. As a graduate, I was recruited in 2006 by USA Stock Brokerage and Financial advisory group where I had my world renowned training in Canary Wharf London.
Over the last 16 years, I have delivered to all my clients the solution that best meets their needs using a number of simple principles: Discretion, competence, delivery of service and a duty of care for every client. I really enjoy making a difference to each and every client I work with, which is why clients find me very sociable and friendly to work with due to my optimism.
Qualifications: I hold the Chartered Insurance Institute’s (CII’s) Chartered financial planning qualification and my specialist areas are retirement, investment and estate planning”
JAMIE KENT
Independent Financial Adviser
Jamie is a talented professional financial adviser with numerous years in the financial advice industry. Having held key roles in a number of different areas Jamie has built up a great understanding of how the industry operates at all levels, this combined with his self-proclaimed obsession about effective investing, Jamie has developed an expertise in tax efficient savings and investment strategies for business owners, families and high-net-worth individuals both at home and overseas.
Besides his knowledge and expertise, integrity is at the heart of everything Jamie does. He is extremely passionate not just about results, but also about the wellbeing of his clients first and foremost
On a personal level, Jamie likes to immerse himself in the world of business, economics and the financial markets, but is also an avid sports fan with an interest in Football, Golf and Boxing as his main sports of choice.
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Sam Kmieciak
Independent Financial Adviser
Sam Kmieciak Chartered Financial Planner. Sam joined the industry in 2009 as a trainee paraplanner after 4 years in the Navy. She became an adviser in 2010.
She prides herself on building and maintaining relationships with her clients and making sure that they are serviced to a high standard. Sam advises on all areas of financial planning with a specialism in retirement planning and also holds the equity release qualification.
ELIZABETH CALEY
Independent Financial Adviser
I am a people person. I love building and maintaining relationships, understanding what drives people, and using that information to deliver holistic financial planning with integrity. That’s why I joined Aegis as a financial advisor, to create long-term client relationships, helping you navigate life and its milestones with ease and confidence. Providing advice on all areas of financial planning including investment, protection, and later life planning to deliver extraordinary financial solutions.
A city girl through and through, I grew up in Doncaster before moving to Birmingham where I completed my Law degree. I then worked in Manchester before moving to London in 2016. When I’m not working, you’ll often find me watering my tropical plants, or at the theatre watching a musical.
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JAMES TILLER
Independent Financial Adviser
James is a fully professional qualified Financial Planner who takes the time to get to know his clients by establishing their aims, objectives and priorities allowing him to develop long-term relationships.
James has an in depth understanding of financial markets and investment performance trends and uses this knowledge to actively ensure his clients are always well positioned to achieve strong and profitable investment returns.
His ambition is to achieve chartered status within his profession.
EDEM AMEWOWOR
Independent Financial Adviser
A professional and qualified financial adviser and has been working in financial services since 2009. With vast knowledge and experience in advising in all areas of financial planning, I provide exceptional bespoke specialist advice to my clients. I am passionate about helping my clients achieve their financial goals whatever it may be. Areas of specialties include Bespoke Financial Planning, Investment Management, Protection Advice, Successful Retirement Planning including pensions, Trust and Estate planning.
CAMERON MCKAY
Independent Financial Adviser
I work with professionals and their families, helping them reach their financial goals and aspirations. Whether they are business owners, looking to build their wealth, approaching retirement or already in retirement, my aim is to give them clarity, help see beyond the detail and imagine the possibilities. As a financial planner, I know it is not just about the quality of advice, but the quality of life.
I hold a Ba in Economics, Msc in Banking & Finance and the Level 6 Diploma in Financial Planning. Outside of work I enjoy spending time with family and friends, travelling and collecting vinyl records."
DWAINE MARTIN
Chartered Financial Planner
Dwaine has been in the financial industry for 5 years, before this he was a keen investor in both property and shares so he has a vast experience that he uses to serve his clients to the best of his ability.
Dwaine’s aim is to help his clients make smart financial decisions through professional relationships based on trust, integrity and a bespoke service, ensuring that clients and their families are protected and focused on attaining their life goals.
JESSE JOHAL
Independent Mortgage & Protection Adviser
Jesse has over 20 years’ experience working in Financial Services. He has looked after Institutional, corporate and individual clients and gives each the same level of passion, commitment and professionalism.
Jesse believes in providing good, sound solutions based upon understanding each client’s individual needs and building and nurturing the on-going relationship with his clients
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Stephen Dockerty
Independent Financial Adviser
Steve has a wealth of experience in the financial services sector. Much of his 28 years plus running his own FCA directly authorised practice. Using his excellent communication skills and straightforward friendly approach he advises high net worth retail and business clients on more complex financial planning matters.
Steve’s primary specialism is bespoke pension planning, for example: phased retirement and income drawdown for people entering retirement, and SSAS/SIPP commercial property purchase for directors of their own companies. Steve’s vast experience also means he is invaluable to his clients as a financial coach and for the benefit of their financial wellbeing.
His ‘client-centric’ style ensures exacting standards when it comes to investments, portfolio planning and wealth management. Many of his clients are from professional connection referrals including pensions, inter-generational family wrap platform planning, personal, corporate and trust based investments
EMMA EMERY
Senior Executive Assistant
With over 10 years of experience as a Senior Executive Assistant supporting high-performing financial advisers within Aegis, I bring a strong mix of strategic organization, discretion, and proactive support to dynamic, fast-paced environment. My role has encompassed adviser management, helping clients, general administrative support, and ensuring smooth day-to-day operations—handled with precision and professionalism.
Known for being a dependable team player, I thrive in collaborative environments and take pride in helping both advisers and our admin team operate smoothly and efficiently. I’m someone who anticipates needs, solves problems before they arise, and brings a calm, solutions-focused approach to every task.
DELIENN CHURCHILL
Accounts Executive
Being employed in the Financial Services/Wealth Management field I have thoroughly enjoyed the challenges and opportunities it has provided. I pride myself on my ability to multi-task, to work well under pressure and to work to the highest professional standards, I also thrive when working as part of a team. I possess a strong capability to find solutions to emerging challenges within the company I work for and methodical in my approach.
Worked in various Industries over 35 years ranging from Retail, Financial, Banking, IT, Software Support, Training, Social Media, Marketing and Property Management. I am now in control of HR & Accounts for Aegis Financial Planning as well as managing relationships with UK government bodies HMRC, FCA, and Companies House.
In my spare time I love being outdoors, playing my saxophone and going to the gym.
HOPE EMERY
Administrator
As a dedicated part-time administrator at Aegis Financial Planning, I bring a unique blend of organisational skills and analytic thinking developed from when I studied forensic science and criminology for two years at college. I’ve built up various skills the past year working at Aegis which allows me to handle financial operations efficiently while applying a meticulous approach to detail and problem solving. Committed to supporting the team and ensuring smooth financial processes, I thrive in dynamic environments and am always eager to contribute to the company’s success. I am always willing to learn new skills that will help the company and others on the team.
I am a keen sportsperson playing league netball every week and going to the gym most days to keep myself active and sociable.
HOLLIE SIMONS
Executive Assistant
From nursing to finance, Hollie recently made a big career change to work within Wealth Management.
With just a year’s experience within the industry, her motivated and courageous attitude has allowed her to gain a lot of knowledge and confidence within her administrative role. Striving forward, Hollie can see a successful future within the Aegis team
SOPHIE TURNER
Executive Assistant
Sophie is a highly experienced Executive Assistant with a track record of delivering professional management and administrative support at board and executive level in the financial services industry and other sectors and has over 10 years of administrative experience in the financial sector.
Sophie is a self-motivated individual who works well on own initiative and enjoys being part of a successful and productive team and looks forward to working with the Aegis team.
MARK CULHAM
Mortgage & Protection Adviser
HB Partners
After more than twenty years in investments and finance, Mark teamed up with his great friend Steve to set up HB Partners.
"With a career spanning over 25 years in finance, I have worked in Commodities Trading and Fund Management. I’ve also owned and managed companies in Investment Broking, Wealth Management and now Mortgage & Protection."
STEVE JASCOURT
Mortgage & Equity Release Adviser
HB Partners
I have worked in Financial Services for over 30 years and for the last 25 years I have specialised in mortgages.
Even after all this time, I still enjoy making that phone call to my clients to tell them that their mortgage has been approved.
LEAH RYDER
Mortgage Adviser
HB Partners
I am a Mortgage Adviser with 9 years of experience, covering all ranges of mortgages from Residential and Buy To Let for individuals and Landlords.
I specialise in adverse credit, self-employed and complex income clients, particularly those within the Creative Industries such as Fashion, Photography, Music, TV, Film and Media.
SUZANNE DALGLEISH
Client Operation's Manager
HB Partners
Suzanne joined as Client Administration Manager in January 2023 and comes from a financial services background with 19 years’ experience. She has worked within all roles within the mortgage sector business and includes being ceMAP & ceRER qualified. Suzanne likes to spend her time with family travelling in the UK and overseas.
ROHIT ROHELA
Managing Director
FinsBridge Financial Planning
I have enjoyed a rich and diverse exposure to private client advice in banking and wealth management which has given me a vast experience base to work from. I have held strategic management roles for over 10 years which has given me deep insights into the dynamics of different clients in this industry. My experience spans across HSBC, Nationwide, Ernst and Young, Capgemini and Fisher Investments Europe.
I am passionate about putting my clients first and to ensure they enjoy the best advice and service they deserve, his is only possible by being 100% privately owned and independent – that is our core driving force. An ethical, client centric approach combined with deep knowledge and research capabilities across the whole of market, it truly can be a proposition like no other.
I am also a Chartered Financial Planner with the Chartered Institute of Securities and Investments (CISI).
GAURAV PROOTHI
Independent Financial Advisor
FinsBridge Financial Planning
Gaurav, a Chartered ACSI qualified financial planner with a distinguished global career spanning two decades is dedicated to helping clients achieve their personal and financial goals.
His extensive experience in Asset Management / Alternative investments, stakeholder management, and strategic business planning—gained at leading institutions like Franklin Templeton Investments and Axis Alternatives—ensures a wealth of insight and expertise. His proven track record includes driving high-value fund raises, building robust client relationships, and driving results through innovative financial strategies.
His broad expertise allows him to deliver personalized, practical solutions tailored to each client’s unique needs. With a strong understanding of financial planning and the way people make financial decisions, Gaurav uses his experience and relationship skills to create clear, approachable plans that help clients achieve their goals and more importantly stay the course. He specializes in providing independent advice to professionals, families, and business owners, focusing on financial freedom, tax efficiency, and building sustainable lifetime plans.
Committed to ongoing learning, Gaurav values professional qualifications and combines his technical knowledge with real-world insights to guide his clients effectively.
NATASHA TENGUR
Head of Operations
FinsBridge Financial Planning
Natasha is a distinguished lawyer from India, holding an LLM from Queen Mary University, London. She began her legal career at Khaitan & Co. in India, specializing in capital markets and securities law. Natasha also worked as a Compliance Associate at an FCA-regulated investment management firm, where she honed her skills in regulatory compliance and legal research. Known for her organizational prowess, meticulous nature, and friendly demeanour with clients, Natasha ensures that all work is systematically managed and executed. Additionally, she holds a Diploma in Regulation & Compliance from the Securities Institute in the UK, reinforcing her extensive expertise. Natasha works as the Head of Operations at Finsbridge Financial Planning.