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.
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.
Luke Barnett – Senior Investment Analyst
Luke was previously an analyst for StreetAccount (a FactSet company), where he was responsible for undertaking research on sell-side equities across European equity markets (STOXX 600), focusing on earnings metrics.
Prior to that Luke was an Investment Analyst for Sable Private Wealth Management, where he sat on the firm’s investment committee, and a Macroeconomic Analyst for ETM Analytics, where he created daily market reports on the Europe, Middle East and Africa (EMEA) region, focusing on fixed income, foreign exchange and market moving economic events.
Originally from South Africa, Luke completed a Bachelor of Commerce in Economics, a Bachelor of Business Science in Marketing and a Masters in Economics at the University of Cape Town and holds the Diploma for Financial Advisers (DipFA) from the LIBF. Luke is currently studying for the CFA Level 2 exam.
Roshan Jethwa – Investment Analyst
Roshan joined in:review in June 2016 as an Investment Analyst. After graduating with a BSc degree in Mathematics and Business, Roshan has worked in roles in finance and accounts, during which time he also completed the Investment Management Certificate.
At in:review, Roshan is an integral member of our team of analysts and is responsible for carrying out reviews on alternative investments. He is also currently studying for the CFA Level 1 exam.
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.