The Finitor Wealth Team

Our team brings a blend of disciplines and experience from a range of organisations in Financial Services and other industries. We operate a small head office team but firmly believe in collaboration and work closely with our partner firms and their teams to share knowledge, best practice and expertise.

Paul Stokes

Chief Executive Officer

Paul has over 23 years’ experience in Financial Services including 16 years at HSBC, both in Jersey and London. During his time at HSBC, Paul held senior roles including Head of Discretionary Investment Propositions and Board Director positions for a number of HSBC companies. In addition, he also lead key strategic projects within areas such as client advisory and product & proposition development – including the creation and launch of a multi-jurisdictional platform.  Paul is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment.

Richard Rhodes

Chief Financial Officer

Richard began his career at Merrill Lynch with roles in Capital Markets, Corporate, Private Client and latterly the CFO of the International Private Client Bank. Prior to joining Finitor Wealth, Richard was the Finance Director for Succession, a Wealth Management consolidator where he was instrumental in raising private equity funding and successfully completing 10 acquisitions. Richard is a CIMA qualified accountant.

Kevin Ronaldson


Kevin is a leading figure in the financial services sector, with a career spanning over 40 years as CEO and Chairman of many Wealth Management organisations. Graduating from Oxford University in 1979, Kevin has an enviable record of building significant value from new opportunities in existing markets. He was the Founder and CEO of both Intrinsic Financial Services and IFA consolidator Bellpenny and in 2016 created the boutique management consultancy, Clarus Fortior, which advises entrepreneurs and business owners on strategies for developing and achieving business goals and objectives. In addition, Kevin also sat on the board of Zurich Financial Services in the UK.

Claire Mellon

Head of Brand & Marketing

Claire has over 20 years strategic and tactical marketing experience in both Financial Services and creative agencies and has held senior positions within HSBC Global Asset Management, Legg Mason, Source (ETFs) and Invesco. Claire has the in-depth understanding to successfully lead and deliver marketing projects and campaigns which enhance brand value, marketing effectiveness and generate incremental revenue. Claire holds a Marketing and Management degree, is a Member of the Chartered Institute of Marketing (CIM) and is a marketing and business mentor, both for the CIM, business owners and marketing professionals. She is also a consultant for a national not for profit organisation.

Charlie Lawrence

Finance Director

Charlie has over 15 years finance experience across multiple roles and industries. Before joining Finitor, Charlie spent his early career with KPMG audit before moving into industry. At Park Holidays, Charlie was key in helping the business deliver multiple acquisitions, as well as being the finance contact in several private equity transactions. Charlie has a wealth of buy and build finance experience and is extremely well versed at driving efficiency and growth through integration and building high performing finance teams.

Cat Adams

Head of Integration

Cat has extensive experience in leading operational and strategic change projects in the Financial Services and technology sectors and has played integral roles leading change portfolios in both organically grown and acquisition-based businesses. In addition, Cat has managed significant business and system integrations in the Financial Advice sector and excels at promoting collaboration between Group and partner firms, including the successful delivery of a 600-user back-office system change alongside a 10,000 client record data migration. ​

Aggie Dudlik

Assistant Management Accountant

Aggie is an accomplished finance professional with over 10 years of experience in the field of accounting. She embarked on her academic journey by completing her university education in Poland, studying Environmental Protection and has worked in a series of Management Accountant roles gathering experience in a range of industries.