Team

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Richard Bertin 

Founder and CEO

  • Qualified Chartered Accountant

  • Established fee-based financial advisory business acquired by Stonehage Fleming, the largest independent family office in EMEA

  • 2009 to 2018, chaired various ICAEW committees in financial planning space

  • Early 2019, left Stonehage Fleming to develop All in Place, combining previous experiences

 
 

Claire Evans

Head of Client Solutions

  • Experienced sales and training professional working with regulated businesses 

  • Expert in helping accountants and financial advisers build propositions around client advisory opportunities

  • Former Head of Sales (UK) for Voyant

 
 
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Keith Thomson 

Non Executive Director

  • Qualified Chartered Accountant

  • Extensive career holding senior roles with international healthcare businesses

  • Track record in guiding high tech businesses through rapid growth, fundraising and sale