People & Contacts

We work as a team and each client benefits from the experience of the team as a whole. We are always open to a discussion to see if we can help.

We believe that there is a lot of positive change in the industry with new entrants and existing managers changing the way that they deliver their service. There is also a considerable amount of expensive mediocrity which is very difficult to navigate without experience and expertise. Against this background the team at JTFM adds value by helping clients set strategy, navigate change, monitor investments and oversee investment managers.

Chris Tottle

+44 (0)20 3393 1044
+44 (0)7818 063687
Chris is a director and co-founder of JTFM. He advises families, entrepreneurs, family offices and charitable foundations, assisting them with setting investment policy, selecting managers, and monitoring portfolios. He has extensive experience working with entrepreneurs and business owners on their investment and wealth management issues. He sits on a number of family investment committees.

Prior to joining JTFM, Chris held senior positions at a number of investment management firms. He ran multi asset class portfolios at Schroders; held senior client relationship responsibilities at specialist hedge fund investor GAM; and gained private equity and business management experience at Triple Point Investment Management.

Chris is a Fellow of the Chartered Institute of Securities and Investments, holds the Securities Institute Diploma and is a Chartered Wealth Manager. Chris has held non-executive directorships in a range of businesses, and sat on the board of a London Stock Exchange-listed investment trust.

Emma Armstrong

+44 (0)20 3393 1044
+44 (0)7470 825456

Emma is an analyst at JTFM. She provides targeted, in-depth research and analysis, and support to all JTFM’s client-related projects.

Emma is a student member of the Chartered Institute of Securities and Investment.

Alastair McGuire

+44 (0)20 3393 1044
Alastair is an analyst at JTFM. He provides support to client projects and works on our data analysis and visualization capabilities.

Alastair graduated from Oxford University in 2020 with a Master’s in Engineering Science.

Jane Kenyon

+44 (0)20 3393 1044
+44 (0)7815 808663
Jane is a director and acts as Chief Operating Officer at JTFM.

Prior to joining JTFM Jane was a solicitor and a partner and head of department in two large regional law firms. She is now non practicing.

Mark Precious

+44 (0)20 3393 1044
Mark is a consultant at JTFM with a particular focus on private markets.

Prior to joining JTFM, Mark worked in investment management for over 20 years. He was a Managing Director with UBS having been head of global emerging market equity strategy and subsequently co head of global equity market strategy. He then worked as a senior manager and head of equity research at the quantitative fund manager, Winton Capital. Mark has a PhD in economics and has also worked for HM Diplomatic Service and the IMF.

Olivia Hancock

+44 (0)20 3393 1044
+44 (0)7771 546525

Olivia is a director at JTFM and works with clients on all aspects of the service that JTFM can provide. She sits on the investment committees of a number of family offices and charities. She is particularly experienced at navigating situations where there are multiple stakeholders with differing interests and views.

Prior to joining JTFM, Olivia started her career at Lloyds Bank and went on to hold senior investment management positions at Schroders and Lord North Street Private Investment Office where she was Managing Director. She co-ordinated the successful sale of that business to the multi-family office, Sandaire where she took a role as Director.

She is an Associate of the CFA Society UK and a Member of the Chartered Institute of Securities and Investment. She is fluent in French, understands Spanish and is a trustee of a large UK charitable trust. She sits on the advisory board of Finance for a Sustainable Future.

Richard Jennings

+44 (0)20 3393 1044
+44 (0)7786 918847
Richard is a director and co-founder of JTFM. He works with clients on all aspects of the service JTFM can provide. Richard acts as trustee and is a director of a number of our clients’ investment companies.

Prior to founding JTFM Richard was a director at a number of investment management firms including Schroders, GAM and Rothschild Wealth Management. He has worked in the City for over 30 years.

Richard is a Fellow of the Chartered Institute of Securities and Investments, a Chartered Wealth Manager and has completed the Investment Management Programme at The London Business School. He holds a degree in Business Studies.

Sarah Wild

+44 (0)20 3393 1044
Sarah Wild is an associate director at JTFM. She works with clients on all aspects of the service we provide with a particular focus on ongoing monitoring and consolidated reporting.

Prior to joining JTFM she worked within both the investment consulting and asset management sectors. She is a part-qualified actuary and holds the IMC.

For the last seven years, JTFM has been awarded the accolade of “Top Investment Consultants” by the world’s leading independent provider of specialist news, analysis and comparative data for the wealth management industry.

The Financial Ombudsman Service provides advice and support for clients with unresolved complaints about regulated financial services firms.

Full details can be found at their website

© JT Financial Management Limited
Authorised and regulated by the Financial Conduct Authority
Reference Number: 627757
Company No 09021454 Registered in England & Wales.