Passionate, dedicated and professional

William is a chartered accountant who qualified in 1991 with KPMG and joined In Partnership in September 2019. Most of William’s career has been in financial services although he has had roles working in shipping, aviation and with a team of entrepreneurs who invested in green energy and built a film studio. William has worked in the financial services industry on and off since 1995 when he joined Berry birch and Noble as the financial controller.

Outside of the office, William enjoys running, training and working with his dogs.

Steve has worked within the financial services industry since 1980. Before joining In Partnership he was with Hill Samuel Professional Advisers and Allied Dunbar / Zurich. Both roles were centred around development and progression of the adviser and their business within the intermediary marketplace. Steve joined In Partnership in 2004 where his role is to recruit advisers and develop the Groups business.

Steve has a keen interest in football, golf and cricket.

Martin is an experienced investment professional, having gained 25 years in the industry before joining In Partnership in July 2020. Martin held senior positions at Banque General de Luxembourg, Barclays Wealth, Fidelity Investments and Benchmark Capital. His wide experience makes Martin the ideal person to drive and implement the In Partnership investment strategy.

Martin is a dedicated supporter of Brentford FC, Martin also loves playing and coaching tennis.

Lindsey has worked at In Partnership since 2006, managing the Authorisations & Approvals team before progressing into wider operational roles. Lindsey has been a member of the Senior Management Team for over 10 years and joined the Board of Directors in January 2022. Prior to In Partnership, Lindsey worked for many years in Pensions at RSA and then with JLT Group.

Lindsey skillfully balances her career with the joys and responsibilities of being a mother. Outside of work, she cherishes spending quality time with their young family.

Lewis has held various compliance roles over the last 17 years in the Life and Pensions and Wealth Management sectors. Most recently, Lewis was Compliance Director at Quilter with responsibility for providing compliance advice, guidance and oversight to Investment platforms, asset manager and its financial planning network.

Lewis joined In Partnership and its Board in September 2024.

Outside of work, Lewis is hugely passionate about music and is often to be found at concerts or festivals.

Brian has worked in Financial Services since 1985 holding senior positions in both the provider and advisory sectors. Following his time at Friends Provident and Friends life Brian joined a large IFA network and became its Chief Executive.  As Managing Director/CEO from 2012 he built up extensive experience of the advice sector and worked closely with IFA firms to build their businesses and develop their client propositions.

Brian is a keen follower of various sports including football and cricket – he is also a keen skier.”