Introducing

Our people

Our people are at the heart of our business. Augustine combine financial services experience honed over 40 years together with our current market and regulatory knowledge and a close eye on future financial innovations.

Who will be looking after me?

We constantly strive to excel through continuous professional development, industry qualifications and hands on experience. Led by Richard Read, our team are passionate about all aspects of wealth management ensuring you get the best possible return and experience.

Richard Read
Richard ReadManaging Director

Richard has been helping Augustine’s clients realise their financial ambitions for 25 years.  His vision for Augustine is simple and clear: support clients as they build, maintain, and enjoy their wealth. As MD of Augustine Financial and Augustine Tax, Richard’s job is to make sure this happens. He is proud to have built a trusted team blending experience, expertise and youthful energy. Richard says, “We are privileged to be trusted by so many nice people for whom we can take great pride in doing a very professional job and we have a great team dedicated to delivering our services in a friendly and efficient manner.”

Caroline Read
Caroline Read Director

Caroline is Director for both Augustine Financial Planning and Augustine Tax. An experienced financial operator, her responsibilities cover everything from strategic planning and CASS through to HR and IT.  Her diverse role allows Caroline a unique overview of all aspects of the business, complemented by a client services role with key clients. A native Londoner, The City has always been close to Caroline’s heart, and she loves working here. A seasoned yoga practitioner, Caroline says “Planning for the future is a big part of what we do but, I believe we should also make the most of the life we are living right now. This is easier to achieve with the support and understanding of others who share the same values and vision. I believe, for both our clients and our staff,  we have that within the Augustine family.”

Linzi Deane
Linzi Deane Director & Chartered Financial Planner

Linzi is a Chartered Financial Planner and sits on the Augustine Board having worked her way through the business since 2012. Linzi works primarily with High Net Worth and Ultra HNW individuals and families with complex financial planning and tax needs. Linzi has built a series of very close and trusted relationships with her clients based on a commitment to building a deep understanding of their unique circumstances, needs and life goals. Linzi says, “We’re with our clients for the journey and aim to give them peace of mind along the way.”  With a passion for individual growth, Linzi now wants to pass her expertise and experience on to junior team members at Augustine. A people person first and foremost, Linzi says “I’ve seen first-hand how good financial advice, with a trusted, knowledgeable, professional person you can turn to in the worst of times, can provide real support.”
Hatty Liddington
Hatty LiddingtonChartered Financial Planner

Hatty is a Chartered Financial Planner working with a range of individuals and families. Her approach is based on developing personal relationships with clients and with that an understanding of their personal objectives and goals, in order to prepare a financial plan to meet those needs.

Frederick McCarthy
Frederick McCarthyChartered Financial Planner

FPFS, CeMAP and CeRER

Freddie is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He advises on all aspects of personal finance, specialising in investments and tax mitigation.
Chartered Status is the profession’s gold standard for financial planners. It confirms as a Chartered Financial Planner he has completed a suite of professional qualifications equivalent to a bachelors’ degree.
Freddie also holds several specialist qualifications including the certificates in Pension Transfers, Discretionary Investment Management and Equity Release. Freddie has a passion for simplifying the complex and his ultimate aim is to ensure all of his client’s live without worrying about money.
Outside of work, Freddie is a keen tennis player and enjoys travelling and eating at new places.

Peter Oakes
Peter OakesChartered Financial Planner

Level 6 – Chartered Financial Planner

A vastly experienced Chartered Financial Planner, Peter has the deep technical knowledge needed to manage his client’s finances, goals and expectations. He works hard to ensure clients are comfortable, not only with his advice and recommendations but why, and how, it will help achieve their financial ambitions. Peter takes an unhurried, collaborative and patient approach in his dealing with clients and the wider Augustine team. If he were to have a motto to share with clients, it would be “act in haste repent at leisure”. On a personal level Peter enjoys the mental challenge offered by legislative intricacies and helping clients navigate the complexities of tax and pension legislation.

Dipun Shah
Dipun Shah Tax and Accounting Director FCA and CTA

Dipun has been a part of the Augustine family for more than 20 years. He has a wealth of experience and knowledge in dealing with the taxation affairs of high net worth individuals and businesses. He sees his day job as providing tax and accounting compliance and advisory services to Augustine clients, but the reality is it is much broader. Highly regarded by clients, Dipun is passionate about helping them with their tax affairs and looks for solutions that help mitigate tax where available. He is particularly excited by the close relationship between Augustine Tax and Augustine Financial and is convinced this collaboration delivers massive benefits at all levels for clients. Colleagues describe Dipun as meticulous in his work and in dealings with staff and clients, personable and extremely supportive.

Are you a Financial expert

Why not join our great team?

Jake Hearne
Jake HearneTax and Accounts Associate

AAT Qualified & Currently undertaking my ATT CTA Tax Pathway Qualification.

Joining us in 2019, Jake has nearly a decade in the sector. He enjoys working closely with clients, many of whom run their own small businesses, providing statutory accounts preparation, corporation and personal tax, and improving accounting systems. With Augustine Tax he also deals with HMRC on clients’  behalf as a Tax Agent, dealing specifically with any Tax enquires and financial reports. Jake loves being part of a small team and getting stuck into all the various aspects of accounting that he believes he could not have gained elsewhere. “My career with Augustine has allowed me to develop new skills such as problem solving, creativity and client communication.”

Ella Taylor
Ella TaylorClient Services Team

Client Services Administrator

Ella joined Augustine in January 2022. Ella studied International Business Management at Oxford Brookes University. Ella is half French and a fluent speaker spending many holidays with family in France. Ella helps everyone stay very organised, and takes responsibility for arranging client meetings, reports and documents. 

Lee Morley
Lee MorleyClient Services Team

Client Services Administrator

Lee has extensive experience, working for over 43 years in the financial sector. He has worked for a numbers of large corporations, including Lloyds Private Banking, Barclays Financial Management and Schroders Personal Wealth. He spent many years providing financial advice and joined Augustine’s Client Service team in May 2024.

Lee loves engaging with people, socialising and playing golf. He also loves spending time with his two year old grandson.

James Driscoll
James DriscollClient Services Team

Client Services Administrator

James joined Augustine in May 2024 as a Financial Planning Administrator. He previously worked at Canada Life for 8 years as Customer Service Team Lead and then as a Servicing Manager. Outside of work James has a significant involvement in tennis, including officiating at Wimbledon for a number of years. James is also a keen runner of all distances from 5km at the local Parkrun to full Marathon distance.

Roberto Biselli
Roberto BiselliFinancial Administrator

Roberto has extensive experience in the financial sector. Qualified in business accounting, his breadth and depth of expertise makes him an invaluable member of the Augustine team. Roberto’s wide ranging brief covers client support, accurately drafting and processing banking transactions, preparing client monthly and quarterly valuation reports as well as managing records for the many detailed client transactions the business generates. In addition, he provides key support for the business in cash management operations, financial books maintenance, CASS reconciliation and keeping up to date with the industry’s ever changing procedures and regulations. Roberto appreciates the value of teamwork, both away from the office in his love for football and live music, and at work where his breadth and depth of expertise makes him ideal for his role supporting the Augustine team.

Katie Lovatt
Katie LovattHead of Operations & Marketing

Katie Lovatt joined Augustine as Head of Marketing & Operations in September 2024.

Prior to joining Augustine, Katie was Head of Marketing & Operations at Holland Hahn & Wills Financial Planning (HHW). Whilst at HHW, Katie was instrumental in setting up the firm’s Marketing and Events program, as well as streamlining back office operations, processes and HR.

Before entering the world of Financial Planning, Katie was a Vice President at Dimensional Fund Advisors where she worked for over 15 years. During her career, Katie has worked with many financial planning firms, helping them to grow their businesses, develop marketing initiatives and deliver a high-quality client service. Katie has produced and organised conferences ranging from 15 to 300 people in various European locations. She also has experience in various HR functions, from interviewing to running training seminars. Katie is exceptionally organised and has a wealth of experience in event and project management.

Katie is a Fellow of the CMI (Chartered Management Institute) and achieved her Chartered Manager Status in 2023. She is an active Director of Kingston Chamber of Commerce, and a Trustee of Kingston Charitable Foundation.  Katie has a Masters (MA) in French & German from The University of Edinburgh.  She has lived in Paris and Germany. In addition, Katie holds an Advanced Certificate in Marketing from the Chartered Institute of Marketing, as well as a Financial Planning Certificate from the Chartered Insurance Institute.

An experienced team of financial experts

With a focus on current markets, regulatory knowledge and financial innovations, we constantly strive to excel through continuous professional development, industry qualifications and hands on experience.

Located in the heart of the City of London
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Over 40 years financial planning experience
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All advisers are DiPFA Level 4 qualified or chartered
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Members of The Chartered Institute of Accountants
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Adopted The Pension Transfer Gold Standard

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An experienced team of financial experts

With a focus on current markets, regulatory knowledge and financial innovations, we constantly strive to excel through continuous professional development, industry qualifications and hands on experience.

– Located in the heart of the City of London
– Over 40 years financial planning experience
– All advisers are Chartered Financial Planners or DiPFA Level 4 qualified
– Members of The Chartered Insurance Institute (CII), The Personal Finance Society (PFS), The Chartered Institute of Accountants
– Adopted The Pension Transfer Gold Standard

Augustine stand head and shoulders above other firms. I would recommend their services without any hesitation
Client Testimonial

We could not have had better quality advice or any more caring service from any other firm
Client Testimonial

Augustine offer a boutique, special service that goes beyond mere advice.
Client Testimonial
Because of the strong working relationship, I would count Augustine not only as trusted valued advisers, but as real friends.
Client Testimonial

Want to learn more about how we can help you?