Tony is Chairman and a founder of Hurley Partners. He has over 40 years’ experience in the Financial Services Industry, where he has specialised in Self-Administered Pensions. Tony was Managing Director of the Fairmount Group, overseeing banking, investment management and the pension trustee business. Following its acquisition by Brown Shipley, he was appointed to the main Board where he held the position of Head of Private Banking for a number of years. Tony has built strong and lasting client relationships throughout his career.

Paul is the Chief Executive Officer and a founder of Hurley Partners. He has over 25 years’ experience as a director of companies in the Financial Services Industry.

After studying law and qualifying as a Chartered Accountant Paul joined the Fairmount Group, where he rose to the position of Finance Director. Following the acquisition of Fairmount by Brown Shipley, Paul was appointed to the main Board and held the position of Chief Financial Officer and Chief Operating Officer for a number of years.

Paul is the Chief Investment Officer and a founder of Hurley Partners where he heads the investment research and policy process. He has close to 40 years of experience in investment management and has worked in a senior capacity with leading businesses in the sector as an investment analyst and a fund manager. Alongside his broad investment experience he has developed an enviable expertise in respect of UK equities. He also studies economic and investment strategy contributing regularly to leading publications. Paul is also a Non-Executive Director of Unicorn Investment Management.

Caroline is Operations Director at Hurley Partners.

She is responsible for ensuring that our processes, procedures and IT capabilities support our team in continuing to provide clients with the high quality service Hurley prides itself on and ensuring we maintain exemplary standards of compliance with regulatory requirements.

Caroline has worked with senior members of the Hurley team for over 20 years’ holding senior roles within operations, compliance and project management.

Julius is a Director at Hurley Partners and has responsibility for the development of the business in the North West as well as looking after relationships with key clients. He sits on the firm’s Investment Policy Committee. Julius has over 25 years experience in the investment management arena and was, for many years, a Director of the well known private client stockbrokers, Henry Cooke Lumsden. He also farms 280 acres in the western Lake District.

Jerry is a Director of Hurley Partners and has built an extraordinary reputation in the area of Small Self-Administered Pension Schemes (SSAS) over more than 30 years.

His clients value the way he builds and maintains close and long-term relationships with them and, where relevant, their larger family. For many, he is a family’s most trusted adviser, and from this comes a depth of knowledge and understanding that goes to the heart of delivering wholly relevant solutions to often complex pension and financial planning matters.

Many of his clients invest through their SSASs into commercial property where Jerry has extensive practical experience, which his clients value.

Jerry advises on a very wide spectrum of pensions and financial planning including IHT and estate preservation. He holds the trusted position of Executor for a number of his clients.

Julie is a Director of Hurley Partners and specialises in advising clients on the current pension regime and broader investment and financial planning strategies.

Julie’s extensive experience in areas of complex pensions, SSASs, SIPPs, pension transfers and retirement planning are complimented by investment management, IHT planning and more generally helping families manage their financial assets and protect their financial legacy.

Clients and advisers appreciate Julie’s approach which is likened to a consulting trustee and in particular she has a rare ability to explain complex issues with clarity. She regularly gives presentations to professional connections. Julie has over 25 years’ experience of assisting families with their financial affairs.

Charlotte is Head of Investment Management at Hurley Partners and is based in our Mayfair office.

She advises clients on all aspects of our Discretionary service, providing reassurance and confidence. She aims to make her professional advice as uncomplicated as possible.

Managing diversified portfolios for individuals, families, their pension funds and trusts, Charlotte takes time and care to build a real understanding of their requirements and attitude to risk. This often involves working alongside our pension directors to ensure a fully joined-up approach in the management of a client’s assets.

Charlotte is a Chartered Fellow of the Securities Institute with over 15 years in the investment management industry.

Peter is Business Development Director at Hurley Partners.

He is responsible for the strategy of developing and maintaining mutually beneficial relationships with professional intermediaries – accountants and solicitors. Peter also has responsibility for all marketing and corporate communications at Hurley Partners.

With over 25 years experience in brand, communications, development and strategy within the financial and professional services sector, Peter has worked with many of Hurley Partner’s Directors during that time. Prior to this Peter had established and successfully ran an innovative professional services business for 10 years.

Peter is a Fellow of the Institute of Chartered Accountants in England & Wales.

James is an Investment Director and heads up the Manchester office. He manages relationships with clients throughout the North West and beyond, and has a reputation for his holistic approach to their financial objectives. James has over 15 years experience in investment management, latterly as a Private Client Director at a Private Bank. James lives near the centre of Manchester.

Martin specialises in advising clients particularly in the area of Small Self-Administered Pension Schemes (SSASs).

With more than 30 years’ working in the specialist field of member-directed pensions, much of it at senior level, Martin is one of the country’s leading pensions experts.

In his role at Hurley Partners, Martin focusses his expertise on our successful pension advisory services, with particular emphasis on developing relationships with both existing and new clients. He works closely with the firm’s other pension and investment specialists in a framework that has the simple objective of identifying and delivering the most suitable outcomes for clients.

Martin is a Fellow of the Pensions Management Institute and holds the Diploma in personal financial planning.

Ian has a pedigree in member-directed pensions and with his strong technical and organisational skills, provides advice to both SSAS and SIPP clients on all aspects of pensions and their related investments. He is also one of Hurley Partners pension transfer specialists.

With over 10 years’ experience in the industry and holding the Diploma in Regulated Financial Planning, Ian also represents Hurley Partners at the Association of Member-Directed Pension Schemes (AMPS).

Susanna is the Financial Controller at Hurley Partners and is responsible for the day to day financial operations of the business including management and financial reporting, budgeting, financial analysis and statutory and regulatory reporting. She is a Chartered Management Accountant with over 10 years post qualification experience in the Financial Services Industry.

Martin is one of Hurley Partners pension specialists based in our growing Manchester office.
He advises clients on the current pension regime and reviewing clients’ pension arrangements, in addition to providing advice on a broad range of financial planning and investment matters. Martin has nearly 20 years’ experience of dealing with the complex financial planning issues that face clients and their families. Martin holds both the Chartered and the internationally recognised Certified Financial Planning qualifications.

Karen has worked with Tony Hurley for over ten years and has a lot of knowledge about our clients. She works hard to ensure that all clients of the firm receive an appropriately warm welcome and that the office is well organised at all times.

Jo has overseen the transfer-in of clients’ assets to the management of the firm and managed the creation of robust processes in this regard. She continues to undertake a number of projects to ensure that we remain efficient in our use of systems and proactive in our dealings with clients.

James is one of Hurley Partners pension transfer specialists. He advises clients on a range of financial planning and investment matters and also works with colleagues in managing and reviewing clients’ pension schemes.

James joined Hurley Partners in 2016 from a London-based private bank and has a broad knowledge on all financial planning matters.

He is a Chartered Financial Planner and a Chartered Member of the Institute for Securities and Investments.

Julie has a wealth of experience in member-directed pensions and specialises in advising clients on the current pension regime and broader investment and financial planning strategies.

Julie is based in Dorset and has built a client base in the central south and south west of England. She is a Chartered Insurance Practitioner.

As Research Manager, Max is heavily involved in the research and appraisal of UK equities and third party funds spanning a wide range of asset classes and geographical regions. He meets personally with directors of Small and Mid-Cap quoted companies we invest in, as well as many fund managers.
Max is a vital member of Hurley Partners Investment Policy Committee. He works with The Chief Investment Officer, Head of Investment Management and all client-facing directors and advisers to ensure that clients always have access to the very latest thinking affecting their investment portfolios.

Max holds a first-class honours degree in Economics and the Investment Management Certificate. He has also passed Level 1 of the Chartered Financial Analyst Program.

Justine manages the day to day administration of clients’ pension schemes. She has been instrumental in establishing our systems for administering them and is continuing to develop these in response to changes in pension legislation.

Kevin joined the London investment team at Hurley Partners in July 2019. On a day to day basis he manages diversified portfolios for individuals, families, their pension funds and trusts.

After graduating from Maastricht University in 2014 with a BSc degree in International Business, Kevin began his career in the financial services industry through work experience in China and the Netherlands, and for some time, in the UK as an investment associate. Kevin has obtained the Investment Advice Diploma, has passed Level I of the CFA Program and is currently studying for the Chartered Wealth Manager qualification.

Katherine’s principal role as Portfolio Manager is to ensure the effective management of clients’ portfolios and accounts. This means she is active ‘behind the scenes’ in trading for discretionary portfolios, cash flow management, corporate actions and responding to client queries. The smooth running of new client account opening also falls within Katherine’s remit. Joining Hurley Partners in September 2017, Katherine has a wealth of operational, back and middle office knowledge having worked in investment management for over 12 years.

Katherine completed her Investment Operations Certificate in 2015.

Chris is an experienced pension administrator. Principally working for clients who have SSASs, he has extensive practical knowledge of these specialist member-directed pension funds and boasts over 16 years in this sector. Chris is able to assist clients in commercial property matters, an investment many of our SSAS clients favour. Prior to joining Hurley Partners he worked for a Private Bank in the City.

David is an extremely knowledgeable pension administrator working for our clients who have SSASs.

A thorough and methodical attitude are his trademarks and this ensures that clients’ expectations are met and deadlines are adhered to. In this specialist area of pensions, David has over 20 years’ experience.

Deborah has considerable experience of administration in pensions and investment businesses. She provides an efficient service and is always a safe pair of hands.

Lisa is a member of the firm’s pension administration team. She has particular responsibility for overseeing the smooth operation of those Self Invested Personal Pensions managed by the firm.

Jessica joined Hurley Partners with over 10 years’ experience as a PA. Based in our Leatherhead office she provides essential support to Julie Sebastianelli and Jerry Rixon thereby enhancing our already high levels of client service.

Ciaran is a member of the team at our Manchester office where he supports his colleagues in providing an excellent service to clients. Living in the city centre, Ciaran is actively helping in the development of the business with intermediaries and is studying for his professional qualifications.

Following his graduation from The University of Nottingham in July 2018, Ciaran joined Hurley Partners Graduate Training Programme. He holds an Upper Second Class honours degree in Economics.

Luke brings to Hurley Partners over 12 years’ of knowledge and experience obtained from working with all types of pension schemes, notably SIPPs and SSASs. His role is to assist the Directors in gathering and interpreting client information and drafting client reports. The role is integral in delivering a first class service to our clients.

Luke holds the Diploma in Regulated Financial Services, with a view to studying towards Chartered Financial Planner status.

Georgina is a member of the firm’s pension administration team. She is involved in ensuring the smooth operation of those Self Invested Personal Pensions managed by the firm.

Charles holds an upper second class honours degree in Finance, Accounting and Management, from The University of Nottingham. Following his graduation in July 2018, Charles joined Hurley Partners Graduate Training Programme and is supporting the IPC and investment team. He has passed the Investment Management Certificate and is studying for the CISI exams.

Matt joined Hurley Partners as an Associate and has completed his first year in our graduate training programme where he currently works across all areas of the business. He holds a first class honours degree in Business with Finance, a distinction in a master’s degree in Banking and Finance from Newcastle University and is studying to become a Chartered Wealth Manager. He works across all areas of the business in support roles and has taken up the challenge of being the organiser of Hurley Partners’ sports teams.

Sally joined Hurley Partners in October 2015 following 26 years working at a Private Bank in Manchester. Sally has a crucially important role in the development of the Manchester Office and ensuring our trusted clients receive the excellent service they deserve.