Our Team
TEAM MEMBERS
- Sachin Pattni Chief Executive
- Jimmy Patel Acquisitions and integration manager
- David Loudon Non-Executive Director
- Jeremy Leadsom Non-Executive Director
- John Wheatley Non-Executive Director
Sachin Pattni
Chief Executive
With a strong track record in wealth management and client acquisition, Sachin brings over 20 years of experience in financial services to the table. He holds a Degree in Investment and Financial Risk Management from Cass Business School, and certifications including the IAD and IMC from the CFA Society in the UK. His leadership focuses on building prosperous client relationships and driving the growth of AWI’s partner firms.
Jimmy Patel
Acquisitions and integration manager
Jimmy Patel offers over 20 years of specialised expertise in developing and enhancing operational processes, with a focus on streamlining workflows and integrating fintech solutions. His technical knowledge has been central to the development of AWI’s proprietary technology – with his hands-on approach ensuring the effective integration of IFA practices into AWI’s infrastructure. Jimmy is responsible for meeting with Advisers looking to sell, involved in the process to completion and beyond, ensuring continuity for Clients.
David Loudon
Non Executive Director
David has over 40 years of experience in investment management, specialising in strategic expansion and change management. As a Fellow and former Board member of the Chartered Institute for Securities and Investment, his industry contributions are well-recognised. Notably, as CEO of Quilter Cheviot, he oversaw the growth of assets under management from approximately £16 billion to £22 billion.
Jeremy Leadsom
Non Executive Director
Jeremy offers over 30 years of experience in financial services, with a focus on sales, distribution and strategic development. As a board director and Head of UK Wholesale at Aviva Investors, his leadership expertise and insights into intermediary relationships and market dynamics are invaluable to AWI, with his service in the British Army helping to shape the company’s focused and disciplined approach.
John Wheatley
Non Executive Director
John Wheatley, as former Chairman of AFH Financial Group, brings significant expertise in the wealth management sector. His tenure coincided with AFH’s highly acquisitive growth strategy, seeing the company make numerous IFA business acquisitions and grow its funds under management. This experience highlights his strategic insight and understanding of consolidation within the financial planning landscape, making him a valuable asset to AWI in pursuing growth through acquisition.