Consultants

We are fortunate to be able to draw on the expertise of a number of close colleagues who contribute to Maunby on a regular basis but are not full time employees.

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  Peter Hill-Walker Consultant

  Following a successful career as a ship-broker, Peter moved into investment management and founded Maunby in 1982. Whilst building up the private client business, he successfully managed Fulcrum and Danaë Investment Trusts.  In 2008, Peter moved to a consultancy role allowing him to enjoy the benefits of retirement whilst continuing to keep an eye on the stock markets. A keen sportsman, Peter continues to combine his love of horses with his interest in finance, and is a Director of the Catterick Racecourse Company Ltd.

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  Catherine Lumb Compliance Consultant

  Cath is a freelance investment compliance consultant with a great many years’ experience in the field of financial services regulation. She set up her consultancy business, Compos Mentis (Training) Limited in 2000 with the aim of helping small, directly authorised firms manage routine compliance for themselves, as cost effectively as possible. Cath meets us regularly and is a key contributor to all of our policies and procedures, and in particular those that fall under the regulatory scope of the FCA. The quality of Cath’s incisive input allows us to combine the application of all matters regulatory with common sense, which helps us to deliver a high quality cost-effective service.

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  John Holian Financial Planner

  A Chartered Financial Planner with over 25 years’ experience in financial planning for individuals and business owners, John provides advice to Maunby and its clients on financial planning issues including pensions and life assurance. He also provides advice and training to other financial advisers on technical issues and designs and delivers training courses specialising in exam training for the CII Diploma and Advanced Diploma in Financial Planning. His fee-based advice is incisive and thorough, and delivered at a very competitive rate, a huge boon to clients who wish to use his services.