About CPN

CPN was founded in 1986 and maintains its heritage structure to this day.

Our Story

CPN is an independently owned investment firm and our roots go back to 1974. First founded as a family-run company, CPN maintains its family management structure to this day. Originally dealing in broker funds, CPN has expanded to run several different strategic investment portfolios for both onshore and offshore investments.

As well as our investment and pension management, we have developed a large team of fully qualified and independent financial advisers who can advise you on any aspects of your financial life.

Despite our ever-expanding size and growth, we are true to our heritage as a family company. We take a small company approach to business and deal with each of our clients as individuals, priding ourselves on our personal service.

Executive Board

Charlie Nicholls

CEO

After graduating with a law degree from Cardiff University, Charlie moved into the financial services industry. With over 10 years of experience, Charlie’s focus is on the oversight and strategic direction for the CPN Group. As a qualified wealth and investment manager, he also sits on the CPN investment committee.

Chris Nicholls

CHIEF INVESTMENT OFFICER

After working as a StockBroker on the international dealing desk at Strauss Turnball in the City, Chris left London for Chichester and founded CPN. Chris has over 40 years of experience working within Wealth Management. He chairs the investment committee at CPN and is one of the foremost investment experts in the UK.

Sam Nicholls

PARTNER

Sam graduated from the University of Exeter with an Upper Second Class degree in Economics and Politics. Prior to joining CPN, he trained and worked as a Chartered Accountant in London. Specialising in mergers and acquisitions, he brings an analytical, value-based approach to our investment selection process. Sam is qualified as an Investment Manager having obtained the Diploma in Financial Planning and the CII Discretionary Management Certificate.

Wealth Management Team

All of our advisers, investment managers, and wealth managers are fully qualified professionals who adhere to a strict code of Client First.

Tom Horan

HEAD OF SELECTION

Having been Head of Selection at St James Place for 12 years, and then reprising a similar role at Schroders Personal Wealth, Tom brings his experience of choosing the right wealth managers to CPN Group.

Tom is in charge of growing the CPN Wealth Manager team and ensuring all advisers at CPN feel supported and understand the service offerings that we have.

Nadia Sutherland

ASSOCIATE DIRECTOR

Nadia graduated with a degree in Biology with Oceanography from the University of Southampton. Starting her career at Killik & Co before moving to Grant Thornton, Nadia has progressed to become a Senior Financial Planner at CPN, dealing with retirement planning, investments, and taxation. She brings a client-focused view to the committee and analyses how the decisions made will impact individual client situations. She holds the Diploma in Financial Planning.

Patrick Long

WEALTH MANAGER

Patrick studied Communications at the University of Newcastle (Australia). He moved to the UK in 2014, where he began studying his financial services qualifications in Chartered Wealth. Originally working as a paraplanner at the firm, Patrick has obtained the CII Diploma in Regulated Financial Planning and is a fully qualified Wealth Manager.

David Marzouk

FINANCIAL PLANNER

David was born in Egypt where he qualified as a lawyer from the University of Cairo. He moved to America where he worked for many years in the life insurance industry. He moved to the United Kingdom in 2008, where he worked for Barclays Wealth for over 10 years before joining the CPN Wealth Management team. He holds the Diploma in Regulated Financial Planning with the London Institute of Banking and Finance.

David Gregory

FINANCIAL PLANNER

David joined CPN as a Paraplanner in 2014. Since this time David has passed his Wealth Management exams with the chartered institute and now holds the Diploma in Financial Planning. David holds a particular specialism in pensions and consults for other members of the firm on complex pension cases.

Victoria Shepherd

FINANCIAL PLANNER

Victoria started her career in the Royal Navy, serving as an officer aboard some of the UK’s Warships. After leaving the Navy, Victoria gained her financial services qualifications, quickly attaining the Regulated Diploma in Financial Planning. She joined CPN from another Financial Services firm in 2020 to help deliver our financial planning and investment management services to our wide client bank.

Alan Page

FINANCIAL PLANNER

Alan has worked with CPN since 2017 via his own office in Purley, Surrey. He is a member of the Society of Mortgage Professionals (including Equity Release),  Society of Later Life Advisers and the CII/PFS with the Diploma PFS. He has both individual clients and also a number of Group Schemes where he advises companies on workplace pensions and employee benefits – he is qualified in Group Risk.
He has been involved with Surrey County golf for over 15 years in order to promote the game across all abilities and ages and currently is Chairman of Surrey County Golf Ltd.

Andrew Wright

FINANCIAL PLANNER

Andrew joined CPN group in 2023 following a 12-year stint as a Wealth Manager at Killik & Co in Mayfair. Andrew has worked as both a financial planner and an investment manager, bringing his dual expertise to the Wealth Management team.
Andrew lives in Cambridge and expands CPNs Wealth offering to clients in Hertfordshire and Cambridgeshire.

Chris Page

FINANCIAL PLANNER

Chris joined CPN in 2022 following 10+ years working in Technology Procurement managing suppliers and contracts for various large corporates including Aviva, Sky, Formula One and Standard Chartered Bank, in order to embark on a new career in Financial Planning and Wealth Management. Chris holds a BSc from the University of Bristol in Geography & French and the Diploma in Regulated Financial Planning from the CII. Chris lives in Kent with his family and 2 young children, working out of our office in Purley.

Investment Team

All of our advisers, investment managers, and wealth managers are fully qualified professionals who adhere to a strict code of Client First.

Adam Malczewski

HEAD OF INVESTMENT RESEARCH

Adam holds a Mathematics degree from the University of Nottingham. He holds a particular specialism in Statistical Analysis and this brings valuable insight to the investment team. Adam’s ability to turn market data and analysis into real-world decisions on portfolio construction provides the investment committee with new and valuable expertise as we move to a data-driven world and investment process.

Edward Crinion

INVESTMENT ANALYST

Edward holds a master’s degree in Mechanical Engineering from the University of Exeter. After graduating, he worked at KPMG before moving into investment research at Thesis Asset Management, where he specialised in UK and US equities. He joined the CPN team in January 2020, and sits on the investment committee.

Chris Carr

INVESTMENT ANALYST

Chris holds a degree in Mathematics with Finance from the University of Sussex.  After a position in accountancy, he joined the CPN team in May 2022. Chris played a contributing role in the launch of the CPN OEIC Funds and is a member of the Investment Committee.

Client Services Team

Our dedicated Client Services team are always available for clients for any service they may need.

Karen Blackman

HEAD OF OPERATIONS

Karen joined CPN from AstraZeneca where she ran their regional administration department. She brings this expertise to CPN and heads up the administrative team here. She brings with her a wealth of logistical and administrative experience.

Emily Glanville

Assistant Manager

Emily achieved the AAT accounting qualifications in 2017 and joined CPN following working in the administration department of Chichester Free School. She brings her accounting experience to the Business Development and Administration teams.

Leigh Keywood

SENIOR ASSOCIATE

Leigh joined CPN in 2008 after relocating to Chichester from London, where she had worked for LLoyds Private Banking, Mayfair Branch. She brings her experience from the private banking industry and runs the CPN Client Services operation, ensuring that our clients receive the same high-quality service as the leading London Private Banks.

Fallon Clayton

JUNIOR ASSOCIATE

Fallon joined CPN after working on the Provider side at Old Mutual Wealth. Fallon managed a team at old Mutual Wealth focusing on servicing the Financial Planners who utilize their platform.

Fallon moved to CPN to be closer to the end client servicing and is currently studying for the Chartered Institute of Insurance.

Nina Castillo

JUNIOR ASSOCIATE

Nina joined CPN after a long career working as an administration manager within the Emergency Medicine Department of the NHS. She has taken and passed several UK Financial Services exams including the R01 – Regulation and Ethics Module of the Diploma in Financial Planning. Her experience brings a new dimension to the Client Services team at CPN.

Rachel Gulson

Administrator

Rachel joined CPN in 2022 to gain experience in Financial Services. She has quickly become a valued member of the team.

Business Management Team

Our business management team run company-wide processes ensuring that all of our technology and systems remain focused on what our clients need.

Gemma Twigg

HEAD OF BUSINESS MANAGEMENT

Gemma is a business development coordinator at the firm, working across the advisers and CPN offices to drive growth and efficiency. She has a particular specialism in Mergers and Acquisitions and has taken a leading role in the recent acquisitions CPN has made in the corporate space.

Caroline Nickless

JUNIOR ASSOCIATE

Caroline worked at LLoyds Bank for over 6 years, handling administration across their range of products. She joined CPN in 2019 and brings valuable corporate experience to the team.

Compliance Team

Our dedicated compliance team ensures that all clients receive compliant advice and that the Group remains compliant with all FCA regulations.

Rachel Tomkins

HEAD OF PARAPLANNING

Rachel joined CPN from Citygate and holds qualifications in Protection and Insurance. She now works at CPN as a paraplanner, having quickly moved up through the ranks of the organisation.

Jake Figg

PARAPLANNER

Jake joined CPN from Equiniti and is currently working towards the CII Diploma in Regulated Financial Planning. Originally working in the Client Services Team, he now works at CPN as a paraplanner, having quickly moved up through the ranks of the organisation.

What Our Clients Say

Our clients are at the heart of everything we do here at CPN. We have a service led operation and clients have a full range of expert across the investment sphere at their disposal.

The team at CPN are second to none. They understand what quality service truly is and I trust them completely.

Victoria Cullen

I rely on the team at CPN to deal with all aspects of my finances and there’s never been anything they haven’t been able to handle.

Donald Steel

Their advice and the attention we have always received from the team, has been outstanding.

John Walker