OUR TEAM

We are a privately owned and unrestricted wealth management firm, with a team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.

Your wealth is important to us, we can help you manage, grow and secure your wealth with our long-term client approach. 

Get in touch with us and see how our services can help you shape the future.

"Your wealth is important to us"

JOHN BOSS

Managing Director

John has over 25 years industry experience starting in 1994. In 2004 John became a Partner for De Montfort Professional Wealth Management, and became an integral part of the practices growth and development helping to establish the practice as a significant company in the sector. 

Aegis was founded by John in 2014 as a company offering an innovative range of services to improve the financial lives of both individual and corporate clients. John is an Economist by background and is passionate about helping owner directors of Limited Companies retain more of the monies they generate, and to get more from the wealth that they have accumulated.

ELIZABETH CALEY

Independent Financial Adviser

I am a people person. I love building and maintaining relationships, understanding what drives people, and using that information to deliver holistic financial planning with integrity. That’s why I joined Aegis as a financial advisor, to create long-term client relationships, helping you navigate life and its milestones with ease and confidence. Providing advice on all areas of financial planning including investment, protection, and later life planning to deliver extraordinary financial solutions.

A city girl through and through, I grew up in Doncaster before moving to Birmingham where I completed my Law degree. I then worked in Manchester before moving to London in 2016. When I’m not working, you’ll often find me watering my tropical plants, or at the theatre watching a musical.

MARK CULHAM

Co-Founder of 

HB PARTNERS

After more than twenty years in investments and finance, Mark teamed up with his great friend Steve to set up HB Partners. 

"With a career spanning over 25 years in finance, I have worked in Commodities Trading and Fund Management. I’ve also owned and managed companies in Investment Broking, Wealth Management and now Mortgage & Protection."

STEVE JASCOURT

Co-Founder of 

HB PARTNERS

​I have worked in Financial Services for over 30 years and the last 25 years, I have specialised in mortgages. 

Even after all this time, I still enjoy making that phone call to my clients to tell them that their mortgage has been approved. 

"I take an holistic approach when discussing the financial circumstances of my clients which helps to identify all areas of need. This in turn enables me to introduce clients to other areas of the HB Partners Group."

SUZANNE DALGLEISH

Client Administration Manager

Suzanne joined as Client Administration Manager in January 2023 and comes from a financial services background with 19 years’ experience. 

Suzanne has worked within all roles within the mortgage sector business and includes being ceMAP & ceRER qualified. Suzanne likes to spend her time with family travelling in the UK and overseas.

SOPHIE TURNER

Executive Assistant

Sophie is a highly experienced Executive Assistant with a track record of delivering professional management and administrative support at board and executive level in the financial services industry and other sectors and has over 10 years of administrative experience in the financial sector.​

Sophie is a self-motivated individual who works well on own initiative and enjoys being part of a successful and productive team and looks forward to working with the Aegis team.