Guy Tolhurst – Director
Guy is an Executive Director of in:review, Managing Director of Intelligent Partnership and Commercial Director of MICAP, all three of which comprise the Indagate Group.
Guy launched Intelligent Partnership in 2008 with a vision of a future where alternative investments are as understandable and accessible as mainstream assets – creating a more open and efficient market for everyone. Intelligent Partnership is now the UK’s foremost provider of research and education on alternative investment, engaging its 5,000+ subscriber community of advisers, wealth managers and financial services professionals through a year-round programme of content that includes award-winning digital and printed reports, video content, and live events – accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered Institute of Securities & Investment (CISI) and Personal Finance Society (PFS).
Guy is on the EISA Financial Planning Committee, personally and professionally, he is a keen advocate for consumer protection, improving standards and professionalism across the industry. His broad understanding of the intricacies of alternative and pension based investments has made him a regular speaker at industry events and a commentator in national and trade press. Prior to IP, Guy spent 8 years delivering bespoke sales and marketing solutions to international real estate developers, funds, hoteliers and investor groups.
Alan Sheehan – Technical Manager
Alan qualified as a Chartered Tax Adviser (Ireland) in 2013 and a Qualified Financial Adviser (Ireland) in 2008.
Alan’s previously worked for Independent Trustee Company Ltd (ITC), Ireland’s leading supplier of small self-administered pension schemes. At ITC Alan was responsible for ensuring that all of its pensions complied with the Irish pension regulations, including all investment restrictions.
After repatriating to the UK Alan spent a number of years reviewing investments as Technical Manager for in:review, where he has helped it review over 400 non-standard investments on behalf of SIPP operators, examining a broad range of investment structures such as OEICs, unlisted bonds, EPUTs, private equity and limited (liability) partnerships. Alan is also Technical Manager for MICAP, where he is responsible for managing the investment review process.
Philip Newman – Governance and Oversight Manager
Philip is a Chartered Accountant having qualified with KPMG where he worked for nine years in the audit and assurance area dealing with clients from large UK insurers to local building societies and small manufacturers.
On leaving KMPG Philip moved to Suffolk Life, a major SIPP provider, where he worked for 14 years and for the last nine years was the Compliance Officer (CF10). As Compliance Officer he was responsible for oversight of Suffolk Life’s compliance with Financial Services and Markets Act, the FSA rules as well as tax legislation applicable to self-invested personal pensions and the investments held within them.
Philip provides a semi-independent governance and oversight of in:review, and providing critical analysis on its reviews and processes on a part time basis.
Van Li – Data Manager
Van joined the team in 2017. He previously studied Computer Systems Engineering at City University and is currently studying for a degree in Computer Science at Arden University, under a distance learning programme.
Van is the data manager for in:review, responsible for managing and maintaining the data on our site. The role includes database maintenance, data analysis and presentation, and supporting the investment analyst team where required.
Ari Levitan – Senior Investment Analyst
Ari is a Chartered Accountant, Chartered Tax Adviser, a Chartered Financial Analyst and a Chartered Wealth Manager, and comes to us with a broad range of experience in financial services.
Ari qualified as a Chartered Accountant in the Deloitte financial institutions division in Cape Town, South Africa. Subsequently Ari has advised on the strength of income streams at a property investment company, led a team in accounting control of the equity swaps and capital markets desk at Citigroup in London, analysed investments for private clients at Insinger de Beaufort, and for eight years was a trusted adviser and discretionary fund manager for high net worth clients at Raymond James and the Investment Fitness Club.
Ari is also a Senior Investment Analyst & Panel Consultant for MICAP. His role spans the completion and moderation of MICAP Reviews, in addition to providing panel support services for IFA firms seeking to build their tax-advantaged investment panel.
Mark O’Donnell – Investment Analyst
Mark was previously a researcher for Orthogonal Partners, where he was responsible for researching new investment opportunities across a broad range of esoteric investments opportunities, as well as monitoring current investments. During this time he completed the Investment Management Certificate.
Prior to that Mark was a researcher for one of the largest UK family offices, supporting the chairman across a range of family interests.
Mark holds a MSc in Corporate and International Finance from Durham University and a BSc in Rural and Environmental Economics from Newcastle University.
Harry Morrison – Investment Analyst
Harry graduated with a degree in American Studies from Swansea University, which included a year abroad studying at the University of Kansas. Harry then worked as an Estate Agent before commencing training as a corporate accountant, subsequently working with WSM Partners LLP for two and a half years where he specialised in audit.
Robin Wisloch – Investment Analyst
Robin graduated in Economics from Exeter University, and started his career in tax-advantaged investments at MJ Hudson Allenbridge as an Analyst, responsible for reviewing funds within the tax-advantaged market.
Judie Compton – Investment Analyst
Prior to joining SIP, Judie was a team leader at Origen Financial Services where she worked for five and a half years. Having spent many years applying FSA and HMRC regulations to UK Registered Pension Schemes, Judie joined SIP in August 2013 to apply her knowledge to the unregulated investment sector.