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Meet Our Leadership Team
When you meet the team behind Fintrel, you’ll quickly get a sense of what matters here. This is a business built by people who believe financial planning should feel like a relationship, not a transaction.
The vision behind Fintrel is simple. Build something that looks after people properly and for the long term. And never lose sight of the human side of advice.
It means we put your goals first. We’ve no product bias and we’re open about fees. We speak in plain English and deliver the kind of service people want to stay with as life changes. It’s a different approach from firms focused on growth at any cost. For us, the relationship matters just as much as the planning.
Luke Worthy
MBA LLB FPFS
Chief Executive Officer
Ketan Patel
MSc BSc APFS
Chief Operating Officer
Charlie Gillespie
BSc FPFS
Executive Chairman
Josh Clarke
ACCA
Chief Financial Officer