About Us

Richard brings over 40 years of experience in corporate banking, having held senior roles at NatWest and RBS across Bristol, London, Birmingham and Scotland, before returning to the North West in 2000.

As Managing Director of Corporate & Commercial Banking for the North of England and North Wales, he led teams delivering banking services to a broad range of clients, from SMEs through to FTSE 100 corporates. This experience has given him deep and wide-ranging expertise across a variety of sectors, alongside a strong understanding of the financial and strategic needs of complex businesses.

Richard now serves as Chair of Traditum, where he provides strategic oversight and guidance, with a particular focus on client service. He also plays an active role on the Investment Committee and is a member of the North West Business Leadership Team, contributing to the Group’s broader strategic direction.

David is an experienced board-level leader, having operated at both Chief Executive and Chairman levels. He brings a reputation for innovation, clear strategic thinking and an ability to inspire, contributing significant energy and direction to Traditum.

A Chartered Accountant by training, his early career spanned taxation, corporate finance and private client advisory. He became a Partner at the age of 26 and, following 14 years as an equity partner, transitioned into industry, where he served as CEO of an international trading group, working closely with family office shareholders.

In addition to his role as CEO of Traditum, he holds a number of non-executive chair positions and acts as a trustee to family trusts. This breadth of experience enables him to provide strategic oversight and informed guidance across complex business and family structures.

George is an ICAEW-qualified Chartered Accountant whose career spans owner-managed business advisory and large corporate reporting. He began in UK SME accounting and audit before moving into industry, where he served as Head of Financial Reporting at Adelphi, part of the Omnicom group, joining Traditum in 2026.

As Group CFO, he leads the group finance function, with responsibility for reporting, governance and the financial discipline that underpins the Group’s long-term growth. He also works directly with clients on strategy, transactions and performance, advising on the commercial decisions that shape value over time.

His particular focus is family-owned businesses and SMEs across the UK, supporting them through growth, reporting and governance, and ownership transition. Working closely with families and their advisers, he brings clarity to the financial detail while remaining alert to the wider considerations that shape decisions taken across generations.

Stephen began his career in M&A at Deutsche Bank, working across both Europe and Asia, before transitioning into senior leadership roles as CFO and CEO within some of the largest corporate farming businesses in Europe.

His experience in the sector culminated in his role as a director at Prodimex Farmland, overseeing operations across more than 900,000 hectares in Eastern Europe. This exposure provided him with deep insight into the operational and financial complexities of large-scale agriculture.

Having recognised the limited focus on sustainability within the industry, Stephen joined Traditum to lead on the development of sustainability strategies within agriculture, alongside initiatives aimed at de-risking the operations and financial structures of agricultural businesses.
He holds a degree in Chinese and Russian from Durham University and an MBA from INSEAD, underpinning his international perspective and strategic approach.

Tim brings a strong track record of building and leading boutique financial services businesses, specialising in advising high-net-worth clients with complex and demanding needs.

At Traditum Group, his role is to ensure the consistent delivery of a high-quality, fully integrated client experience across the firm. He works closely with teams across the business to align capabilities, processes and systems, enabling a seamless and coordinated approach to client service.

As the Group continues to grow, Tim plays a central role in navigating new challenges and driving operational excellence. His responsibilities span integration and change leadership, project and delivery management, the optimisation of group systems and synergies, as well as the development of client engagement processes and CRM. Through this, he helps ensure that clients receive a consistently exceptional standard of service.

Helen is a Chartered Accountant who trained at PwC and brings a broad and varied professional background to her role. Before joining Traditum in 2021, she spent a number of years in the higher and secondary education sector, gaining extensive experience across both financial and operational functions.

Her expertise spans financial and management accounting, treasury management, systems implementation, human resources and operational delivery, providing her with a well-rounded and practical perspective.

At Traditum, she is responsible for overseeing the Group’s financial operations and human resources functions, ensuring that systems, processes and transactions are managed efficiently and remain fully compliant. Through her work, she supports the firm’s operational integrity and contributes to the consistent delivery of high-quality client service.

Tom is a dedicated professional with a strong academic foundation and a broad, client-focused skill set. He graduated from the University of Exeter with a degree in International Relations before joining Traditum in 2021.

At Traditum Group, he is responsible for the introduction, management, and delivery of client services, ensuring a seamless and highly personalised experience. With over four years’ experience in private equity investment, he has developed deep expertise in sourcing and structuring opportunities and continues to lead deal origination for the Group’s private equity division.

In his current role, Tom brings together the full breadth of the Group’s capabilities, providing clients with integrated, bespoke solutions tailored to their complex financial needs. He also leads the Client Services team, overseeing the delivery of a consistently high standard of service across the organisation.

Inez has extensive experience working with high-net-worth individuals and institutional organisations. Anglo- French, she holds a degree in Politics from Queen Mary University of London, bringing an international perspective and a relationship-led approach to her work with clients.

She has spent a decade working across the luxury real estate sector at Cluttons and Knight Frank, advising private clients and family offices on complex transactions while developing a strong network across London and internationally.

Inez focuses on building trusted, long-term relationships and providing thoughtful, discreet advice. She is particularly interested in supporting families across generations, helping them navigate opportunities and build lasting connections.

Annabel brings a strong background in supporting ultra-high-net-worth individuals gained though her previous work with an international pension fund. At Traditum, Annabel focuses on strengthening long-standing client relationships, and contributing to our mission to help clients manage and sustain wealth across generations.

Bella joined Traditum from the luxury retail and events sectors, where she built her understanding of client service and relationship management. Both are environments that demand precision, discretion, and consistently high standards, delivered without exception and often without being noticed.

As Client Service Manager, she supports the Client Services team and the clients in its care, acting as a reliable point of contact and ensuring each interaction is handled promptly and properly. Her focus is the building and maintenance of strong, long-standing relationships, developed over time and sustained through attention to detail.

She supports clients throughout their journey, coordinating with colleagues across the Group so the right expertise is brought to bear at the right moment.

Peter is a highly experienced solicitor, having spent many years advising private clients on estate planning in its broadest sense.

He now provides in-house legal counsel to the Traditum Private Office, supporting the delivery of comprehensive, coordinated advice across estate and tax planning, tax compliance, investment strategy and banking. Working closely with clients and their advisers, he helps ensure that complex financial and legal matters are managed seamlessly and with precision.

His work is underpinned by a clear objective: to remove administrative and structural burdens, enabling families to focus on their priorities and lead the lives they wish to lead.

Pam provides dedicated executive support to the CEO and Chairman, playing a central role in ensuring the smooth coordination of their day-to-day activities.

In addition, she supports the wider team as required, acting as a key point of contact for scheduling and availability, with oversight of all diaries. Her responsibilities include managing core administrative functions, coordinating internal processes and handling incoming communications with professionalism and discretion.

Pam also provides governance support across the business, including minute-taking for Board and other key meetings. She is responsible for organising our event programme, managing venue arrangements and acting as coordinator to ensure each event is delivered seamlessly and to a high standard.

Laura is the Group’s Commercial Manager, with a role spanning client service coordination, operational management and the delivery of strategic business projects.

She works closely with both clients and internal teams to support relationship management and billing, while overseeing office operations, estate and security matters, and group supplier contracts. In addition, she leads a range of internal projects and change initiatives, helping to strengthen processes and enhance our overall business effectiveness.

Since joining us in 2025, Laura has played a key role in ensuring that teams operate in a coordinated and efficient manner. With a strong operational focus and a collaborative approach, she supports the seamless delivery of client services while maintaining the structure and discipline required to underpin a high-performing organisation.

Alison is a Qualified Accountant and Chartered Tax Adviser with over 30 years’ experience advising a broad range of clients, including individuals, entrepreneurs, private and family business owners, executives, trustees, charities and family offices.

She brings extensive expertise across both compliance and advisory work, from company formation, accounts preparation and audit through to complex tax structuring, including shareholder planning on exit, inheritance tax, capital gains tax and succession planning. Her experience spans both professional practice and industry, giving her a well-rounded and commercially grounded perspective.

Alison is known for her proactive, long-term approach, working closely with clients to understand their evolving needs and to provide considered, strategic advice across multiple business and personal interests.

Most recently, she has worked within a specialist advisory firm focused on venture capital tax reliefs, including SEIS, EIS and VCTs, further strengthening her ability to support clients in structuring and optimising tax-efficient investments.