ABOUT US

Put simply, there are no hidden charges.

Transparency is a key principle of our relationship with you. It’s vital if that relationship is to be a long one.
WHAT ABOUT ALL THOSE HIDDEN CHARGES?

Put simply, there are no hidden charges.

Transparency is a key principle of our relationship with you. It’s vital if that relationship is to be a long one.

We don’t believe in creating an air of mystique to hide behind. We’re very upfront at what we’re good at and what we leave to others. We have industry-leading transparency, giving you real-time access to your portfolio if you are on the Old Mutual platform, alongside very clear quarterly reporting. We are also completely transparent about what we charge you.
It seems to us that this is the bedrock of the trusting relationship you need to have with your wealth manager. After all, we are advising you on some of the most important and sensitive aspects of your life. We take that responsibility extremely seriously.

Now, meet the team…
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Meet The Team

GRANT BENJAMIN

Having gained his LLB (Hons) in Manchester and completed his Bar finals at the Inns of Court School of Law, Grant practised as a barrister for 11 years, specialising in criminal law.

A change in direction brought him into financial services, initially studying to attain the appropriate Chartered Insurance Institute qualification to become a financial adviser. After several years of experience in dealing with high net-worth clients, he established Sycamore Wealth in 2017 and is the Managing Partner. Clients have shown appreciation for his innovative and personalised approach to financial planning.

He is the proud father of two young children, a keen Manchester United supporter and amateur chorister!

MOSHE MENDEL FELDMAN

Moshe Mendel (aka Nicholas) has been advising his clients since 1992. With a degree in Electrical Engineering from Imperial College London, a Masters in Operational Research & Business Studies and qualified as an actuary, he is well equipped to advise his portfolio of high-net-worth clients.

Married with three children and several grandchildren, he still finds time to keep physically fit and go skiing – green slopes only.

JONATHAN LYONS (AKA ‘JL’)

JL is Head of Administration at Sycamore and his role includes having a watchful eye over compliance. He created the firm’s procedural documents in respect of all compliance issues and ensures that the advisers and support staff achieve and retain their compliant status.

He has been in financial services for 41 years, having worked initially at an insurance company, then for 32 years with a firm of financial advisers, before joining the Sycamore Wealth team.

Married to Beverley, he has one grown-up son and enjoys travel, music and reading.

DAVID KASS

David has been in financial services for a number of years, with Barclays, Citi Group and since 2007 has been supporting financial advisers. David’s role here as Head of Investment Technical Support provides an invaluable liaison between our advisers and the product providers we use. He’s the one everyone goes to for answers on technical questions associated with investment platforms.

Married to Paula, he has two children, one a budding lawyer and the other about to start university.

TARA FINESTONE

Tara is our leading administrator and secretary and has commendable client liaison skills. She is also responsible for keeping our database records up-to-date.

Tara is the proud mother of two grown-up children. Outside of work she spends time socialising with friends and has also clocked up many years helping to run the local Jewish Lads & Girls Brigade (JLGB) group.

JOHN STEWART

John is a Chartered Insurance Practitioner and has been in financial services for over 40 years, the last 22 running his own IFA practice. Now semi-retired, he specialises in Insurance products.

He has three grown-up children and has followed Leeds United since the 1960’s, when they were very successful. John is a true petrol-head, enjoying watching motor racing and driving sports cars.

SUSAN FORD

Susan has been working as a PA since she was 21 and she has been in financial services for 13 years. She has two children who are 21 and 16. Susan enjoys going to the gym and socialising with friends and family.

We are in this for the long-term relationship with our clients

LEARN MORE ABOUT OUR PRODUCTS

Sycamore Wealth