About us

Andrew has 30 years’ experience in financial advice, wealth management and digital innovation. He co-founded the highly successful advisory firm Cavanagh Group which then acquired Ernst and Young’s advisory arm. The Group was sold to Close Brothers Asset Management in 2011. He served as Head of Wealth Management at Close Brothers, and during his tenure he played a key role in driving the business through a period of successful transformational change before co-founding Munnypot in 2015.

Simon has 25 years’ experience in the financial services industry. Following his qualification as a chartered accountant, Simon was a fund manager for six years at Henderson Global Investors. This was followed by 11 years as Co-Head of the Equity Capital Markets business of Berenberg Bank.

Simon has 30 years’ experience in financial advice. He co-founded Cavanagh Group which was successfully sold to Close Brothers Asset Management in 2011. He then served as Head of Advice at Close Brothers for three years playing a key role in driving that business from a loss-making position upon his appointment to a significant profit by the end of year three. During that period, the business was transformed into an integrated and market leading wealth management company. Simon went on to re-join forces with Andrew Fay becoming co-founder and Managing Director of Munnypot in 2015.

Frankie has over 25 years’ experience in financial services. He worked at Legal & General for 20 years in various roles including acquisitions, start-ups and finally as Operations Director. More recently he managed L&G’s self-directed platform building the business from £2.2bn to £5.5bn AUM in 18 months. In 2012 Frankie joined Close Brothers Asset Management, before joining Munnypot in 2015.

Chris has 26 years’ experience working in IT. After graduating with a joint Economics and Computing degree his professional career began as a programmer in telecoms. From here Chris transitioned into the banking and defence sectors working across six continents and four industries before becoming the Munnypot CTO.