Independent Financial Advisor

Robert Derek Winter

Robert is passionate about building strong, long term relationships with his clients in order to understand their financial aspirations and needs, With an ever changing environment and changing client circumstances, Robert believes that it is essential to write bespoke financial plans that he then proactively reviews on a regular basis.

1500+

99%

Trusted by Clients

Highly Rated

Christian Bonato

Christian believes that building trust and establishing long term relationships is key when developing financial solutions for clients. He is passionate about helping clients manage their finances efficiently and creates bespoke plans to each individuals specific needs. Christian believes client reviews are crucial to making sure that no stone is left unturned and client goals are always being worked on.

christianbonato@dealing-room.org

Independent Financial Advisor

1500+

1300+

Highly Rated

99%

Trusted by Clients

Independent Financial Advisor

Aaron Robinson

aaronrobinson@dealingroom.uk

Research & Analysis

Aaron works closely with his clients, to create a bespoke, structured wealth management plan and develop investment strategies to help achieve their financial goals and provide financial security. Ian’s typical clients include city professionals executives and partners of accountancy and law firms.

Global Quantitative Strategies

Steven Greenwood

stevengreenwood@financialbroker.org.uk

Best-in-Class Platform

Agile teams of quantitative researchers, engineers and traders develop and apply advanced statistical and quantitative modeling techniques to identify and act on investment opportunities. We develop and deploy these strategies on our leading-edge systems.

Independent Financial Advisor

Conor Wilson Davis

conorwilsondavis@dealing-room.org

Data Evaluation

New datasets allow new ways of tackling a problem. We seek out new data relentlessly, so that our quants can explore it, determine its value and generate insights.
He has a strong work ethic with clever solutions that make the process seamless.