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HomeAbout Us Meet the teams Meet the Private Office

Meet the Private Office

Our Private Office team provides a highly personalised service for families and high net worth individuals. Whether you are looking to pass wealth down the generations, leave a lump sum to charity or mitigate inheritance tax, our Private Office team can provide a completely holistic service.

Penny Lovell

Penny Lovell

Head of Sanlam Private Office

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Will Cayzer

Will Cayzer

Private Office Associate

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Jonathan Moon

Jonathan Moon

Business Development Director

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Tom Carroll

Tom Carroll

Head of Investments for the Private Office

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The value of investments and any income from them can fall and you may get back less than you invested.