Meet the team

Graeme Price


A Chartered Financial Planner, Graeme has gained a broad spectrum of knowledge within the financial services sector across a variety of roles, with a focus upon using financial planning to enhance the philanthropic impact of clients.

Caron Bradshaw


Caron was named in the top 30 social CEOs in 2013, 2014 and 2015. In 2015 she was named Charity Principal of the Year at the Charity Times Awards. In 2016 she received the Association Excellence Award for Leadership. She was named in the Charity Times top 25 Influencers in the Charity Sector 2019.

Yogita Patel


Yogita is a Relationship Manager on the UK Charities and Endowments team at BlackRock, holding a Masters’ degree in Charity Accounting and Financial Management. Yogita co-authored NCVO’s 4th Edition of the Good Financial Management Guide for the Voluntary Sector.

Rosy Walsh

Client Relationship Manager

Rosy is a Charity Administrator at Jarrovian Wealth, holding a Certificate in Financial Administration. Rosy has joined the team as our Client Relationship Manager to help develop this exciting opportunity for the financial planning profession.

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