{"id":40,"date":"2026-10-16T01:50:50","date_gmt":"2026-10-16T01:50:50","guid":{"rendered":"https:\/\/elementor.ltheme.com\/lt-finex\/team\/"},"modified":"2026-10-16T15:13:12","modified_gmt":"2026-10-16T15:13:12","slug":"team","status":"publish","type":"page","link":"https:\/\/elementor.ltheme.com\/lt-finex\/about\/team\/","title":{"rendered":"Our team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"40\" class=\"elementor elementor-40\">\n\t\t\t\t<section class=\"elementor-element elementor-element-5f55535 e-con-boxed lt-sec lt-pagehead e-flex e-con e-parent\" data-id=\"5f55535\" data-element_type=\"container\" data-e-type=\"container\" id=\"top\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-245493b e-con-full e-flex e-con e-child\" data-id=\"245493b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-694cac8 lt-pagehead__title elementor-widget elementor-widget-heading\" data-id=\"694cac8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Our team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2fc53de lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"2fc53de\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>A small team: every client has a named portfolio manager and a direct line.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-ef03b39 e-con-boxed lt-sec e-flex e-con e-parent\" data-id=\"ef03b39\" data-element_type=\"container\" data-e-type=\"container\" id=\"people\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4c15133 e-grid e-con-full e-con e-child\" data-id=\"4c15133\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6c12704 lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"6c12704\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Four people look after every client portfolio (sample). You will meet your portfolio manager at the first meeting.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-04957d5 e-grid e-con-full lt-people e-con e-child\" data-id=\"04957d5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-132b844 e-con-full lt-person e-flex e-con e-child\" data-id=\"132b844\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19187cf lt-h4 elementor-widget elementor-widget-heading\" data-id=\"19187cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Helen Marsh<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b1b438f lt-note elementor-widget elementor-widget-text-editor\" data-id=\"b1b438f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Chief investment officer (sample)<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d486dd4 elementor-widget elementor-widget-text-editor\" data-id=\"d486dd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Chairs the investment committee and looks after charity clients.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cb837d7 e-con-full lt-person e-flex e-con e-child\" data-id=\"cb837d7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ecf3eb0 lt-h4 elementor-widget elementor-widget-heading\" data-id=\"ecf3eb0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">David Okoye<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a3cf107 lt-note elementor-widget elementor-widget-text-editor\" data-id=\"a3cf107\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Portfolio manager (sample)<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb7257a elementor-widget elementor-widget-text-editor\" data-id=\"eb7257a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Private clients and families; runs the Balanced and Growth portfolios.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fbc7c73 e-con-full lt-person e-flex e-con e-child\" data-id=\"fbc7c73\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4a8603f lt-h4 elementor-widget elementor-widget-heading\" data-id=\"4a8603f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Priya Natarajan<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bea7248 lt-note elementor-widget elementor-widget-text-editor\" data-id=\"bea7248\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Portfolio manager (sample)<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-543e548 elementor-widget elementor-widget-text-editor\" data-id=\"543e548\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Retirement clients and the Cautious and Defensive portfolios.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1458b30 e-con-full lt-person e-flex e-con e-child\" data-id=\"1458b30\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5e282bf lt-h4 elementor-widget elementor-widget-heading\" data-id=\"5e282bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Tom Lindgren<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0be6110 lt-note elementor-widget elementor-widget-text-editor\" data-id=\"0be6110\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Client services (sample)<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-43afb5b elementor-widget elementor-widget-text-editor\" data-id=\"43afb5b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Statements, transfers, paperwork and the first call when you ring.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-ba7a43a e-con-boxed lt-sec lt-tint e-flex e-con e-parent\" data-id=\"ba7a43a\" data-element_type=\"container\" data-e-type=\"container\" id=\"desk\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ac91d95 e-grid e-con-full e-con e-child\" data-id=\"ac91d95\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-aa9782b e-con-full e-flex e-con e-child\" data-id=\"aa9782b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e490592 elementor-widget elementor-widget-heading\" data-id=\"e490592\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Who you speak to<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f52e84 lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"1f52e84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>When you ring, Tom in client services answers first and puts you through to your portfolio manager. If they are in a meeting, they call back the same day.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fa0e45f lt-ticks elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"fa0e45f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Your portfolio manager's direct line and email<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Client services for paperwork and transfers<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">A second manager who knows your portfolio when yours is away<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecbf2c4 lt-photo lt-ar-photo elementor-widget elementor-widget-image\" data-id=\"ecbf2c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1600\" height=\"1067\" src=\"https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-reading.jpg\" class=\"attachment-full size-full wp-image-11\" alt=\"A portfolio manager in glasses reading a printed report at her desk\" srcset=\"https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-reading.jpg 1600w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-reading-300x200.jpg 300w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-reading-1024x683.jpg 1024w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-reading-768x512.jpg 768w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-reading-1536x1024.jpg 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-f7315ac e-con-boxed lt-sec lt-dark lt-cta e-flex e-con e-parent\" data-id=\"f7315ac\" data-element_type=\"container\" data-e-type=\"container\" id=\"meet\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-447f3ea e-grid e-con-full e-con e-child\" data-id=\"447f3ea\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-acc5bda lt-cta__title elementor-widget elementor-widget-heading\" data-id=\"acc5bda\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Start with an introductory meeting<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2987ab3 e-con-full e-flex e-con e-child\" data-id=\"2987ab3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6baa701 lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"6baa701\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>An hour at our office or by video, free and without obligation. Bring a recent statement for any savings or pensions you would like to talk about.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fab6035 e-con-full lt-buttons  e-flex e-con e-child\" data-id=\"fab6035\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6da03b7 lt-btn lt-btn--primary elementor-widget elementor-widget-button\" data-id=\"6da03b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/elementor.ltheme.com\/lt-finex\/contact\/#book\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book a meeting<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70bedfc lt-btn lt-btn--outline elementor-widget elementor-widget-button\" data-id=\"70bedfc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"tel:+15550246100\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Call the office<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":37,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-40","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/40","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/comments?post=40"}],"version-history":[{"count":1,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/40\/revisions"}],"predecessor-version":[{"id":41,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/40\/revisions\/41"}],"up":[{"embeddable":true,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/37"}],"wp:attachment":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/media?parent=40"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}