Guy Tolhurst Director

Guy Tolhurst - Director

Guy’s involvement in MICAP started in 2015, after a strategic merger to bring his existing businesses Intelligent Partnership and SIPP Investment Platform Ltd (trading as in:review) into the newly formed Indagate Group alongside MICAP.

Guy launched Intelligent Partnership in 2008 with a vision of a future where alternative investments are as understandable and accessible as mainstream assets – creating a more open and efficient market for everyone. Intelligent Partnership is now the UK’s foremost provider of research and education on alternative investment, engaging its 14,000+ subscriber community of advisers, wealth managers and financial services professionals through a year-round programme of content that includes award-winning digital and printed reports, video content, and live events – accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered Institute of Securities & Investment (CISI) and Personal Finance Society (PFS).

Guy is also an Executive Director of in:review. Primarily aimed at UK member directed pension providers, it enables SIPP operators, networks and financial advisers to meet their increasing due diligence needs while providing independent validation for alternative investments on structures, history and background of the parties and counterparties, taxation implications and back testing.

Guy is on the EISA Financial Planning Committee and is Vice Chairman of the TISA P2P Committee. Personally and professionally, he is a keen advocate for consumer protection, improving standards and professionalism across the industry. His broad understanding of the intricacies of alternative and pension based investments has made him a regular speaker at industry events and a commentator in national and trade press. Prior to IP, Guy spent 8 years delivering bespoke sales and marketing solutions to international real estate developers, funds, hoteliers and investor groups.

Alan Sheehan Director

Alan Sheehan - Director

Alan qualified as a Chartered Tax Adviser (Ireland) in 2013 and a Qualified Financial Adviser (Ireland) in 2008.

Alan’s previously worked for Independent Trustee Company Ltd (ITC), Ireland’s leading supplier of small self-administered pension schemes. At ITC Alan was responsible for ensuring that all of its pensions complied with the Irish pension regulations, including all investment restrictions.

After repatriating to the UK Alan spent a number of years reviewing investments as Technical Manager for in:review, an information, review and monitoring service for investment professionals looking at alternative investments. in:review has reviewed over 600 non-standard investments on behalf of SIPP operators, examining a broad range of investment structures such as OEICs, unlisted bonds, EPUTs, private equity and limited (liability) partnerships.

Ari Levitan Senior Investment Analyst & Panel Consultant

Ari Levitan - Senior Investment Analyst & Panel Consultant

Ari is a Chartered Accountant, Chartered Tax Adviser, a Chartered Financial Analyst and a Chartered Wealth Manager, and comes to us with a broad range of experience in financial services.

Ari qualified as a Chartered Accountant in the Deloitte financial institutions division in Cape Town, South Africa. Subsequently Ari has advised on the strength of income streams at a property investment company, led a team in accounting control of the equity swaps and capital markets desk at Citigroup in London, analysed investments for private clients at Insinger de Beaufort, and for eight years was a trusted adviser and discretionary fund manager for high net worth clients at Raymond James and the Investment Fitness Club.

Ari is Senior Investment Analyst & Panel Consultant for MICAP. His role spans the completion and moderation of MICAP Reviews, in addition to providing panel support services for IFA firms seeking to build their tax-advantaged investment panel.

Mark O'Donnell Investment Analyst

Mark O

Mark was previously a researcher for Orthogonal Partners, where he was responsible for researching new investment opportunities across a broad range of esoteric investments opportunities, as well as monitoring current investments.  During this time he completed the Investment Management Certificate.

Prior to that Mark was a researcher for one of the largest UK family offices, supporting the chairman across a range of family interests.

Mark holds a MSc in Corporate and International Finance from Durham University and a BSc in Rural and Environmental Economics from Newcastle University.

Mark is an Investment Analyst for MICAP, assisting in the production of MICAP reviews.

Sam Michie Relationship Manager

Sam Michie - Relationship Manager

Sam studied Business and Property Management at the University of the West of England in Bristol.

After starting his career as a futures trader in the City of London, Sam moved to Shanghai in 2008 to work in wealth management. This led to Sam spending four years as a Business Development Manager with St James’s Place in Asia.

After relocating back to London, Sam joined MICAP as a Relationship Manager. Sam is responsible for building and maintaining MICAP’s community of financial advisers.

Harry Morrison Investment Analyst

Harry Morrison - Investment Analyst

Harry graduated with a degree in American Studies from Swansea University, which included a year abroad studying at the University of Kansas. Harry then worked as an Estate Agent before commencing training as a corporate accountant, subsequently working with WSM Partners LLP for two and a half years where he specialised in audit.

Harry is an Investment Analyst for MICAP, assisting in the production of MICAP Reviews.

Robin Wisloch Investment Analyst

Robin Wisloch - Investment Analyst

Robin graduated in Economics from Exeter University, and started his career in tax-advantaged investments at MJ Hudson Allenbridge as an Analyst, responsible for reviewing funds within the tax-advantaged market.

Robin is an Investment Analyst for MICAP, assisting in the production of MICAP Reviews.

Stephen Georgieff Investment Analyst

Stephen Georgieff - Investment Analyst

Stephen spent three years at KPMG in Transaction Services, where he helped provide both buy-side and sell-side financial due-diligence to private equity and corporate clients. He worked on a range of transactions across industrials, education, TMT and consumer goods. Following that, Stephen was responsible for undertaking the due diligence of high-growth startups in the technology and consumer sectors, at Diligence as a Service.

Stephen holds a MSc in Accounting and Finance from the London School of Economics, as well as a BSc in International Business and Modern Languages from Aston University. He is a fluent Bulgarian and Spanish speaker, and is currently learning Russian.

Stephen is an Investment Analyst for MICAP, assisting in the production of MICAP Reviews.

 

Freddie Melvin Investment Analyst

Freddie Melvin - Investment Analyst

Freddie graduated from the University of Manchester with a degree in History in 2019. Since then he has completed an internship as an equity research analyst for the family office Venus Management, specialising in the analysis of emerging equity markets. As an undergraduate, Freddie undertook an internship with Azur Group, working as a researcher in the insurance industry. He is currently working towards the Investment Management Certificate.

Freddie is an Investment Analyst for MICAP, assisting in the production of MICAP reviews.

Chris White Strategic Partnerships Director

Chris White - Strategic Partnerships Director

Chris joined MICAP in June 2019, heading up our relationships with investment managers, including across fellow Indagate Group businesses Intelligent Partnership and in:review.

Previously, Chris worked in business development roles for various financial media businesses, including those focused on renewable energy financing and emerging market debt. He has a degree in French and European Studies from Aston University.

Andrew Marris Founder

Andrew Marris - Founder

Andrew founded MICAP in 2013 having identified a clear and obvious need for a whole of market due diligence and research tool to serve professional advisers interested in the tax-advantaged investment market. In 2015 he co-founded the Indagate Group, which now wholly owns MICAP, Intelligent Partnership and SIPP Investment Platform, which trades as in-review.

Andrew has a long career in financial services, business creation and business management. His career in financial services started as a financial adviser (with MI Group from 1988 – 92 and with Providence Capitol from 1992 – 94), followed by a short period as a stockbroker with Prudential Bache before making a successful career as an inter-bank equity derivatives broker for over a decade (1994 – 2005). Andrew left financial services to co-found and build the highly successful carbon and sustainability consulting practice, dcarbon8 Ltd, selling to Deloitte in 2010. During this time he also co-founded a sustainability certification business, Planet Positive, which continues to trade as Planet First.

From 2011, Andrew worked as a business consultant in a number of industry sectors before reverting to the financial services industry where he took on a research contract on EIS and subsequently consulted on the creation and launch of the EIS platform, Kuber Ventures LLP. He then worked with Future Capital Partners on the marketing of EIS schemes to the advisory community before setting up MICAP.

Andrew graduated with a first class honours degree in Structural & Civil Engineering from the University of Bath and has an MSc and post graduate diploma in Structural Engineering from the Imperial College London

Mike Budd Research Moderator

Mike Budd - Research Moderator

Mike qualified as a Chartered Tax Advisor in 2003 and has over 22 years experience in the profession advising on various aspects of taxation.

Following his training with Smith & Williamson, he spent four years working in The Specialist Tax Group at HSBC Private Bank (UK) Limited advising ultra high net worth and high profile clients on a variety of matters, both in the UK and internationally. In 2011, Mike set up his own consultancy practice focused on both the practical and technical aspects of HMRC’s Venture Capital Schemes (primarily the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS)), an area he had gained a vast amount of experience in whilst working in his previous commercial and technical roles.

Mike is a member of The Chartered Institute of Taxation and Fellow of the Association of Taxation Technicians.

Mike works for MICAP on a consultancy basis, moderating MICAP Reviews and otherwise ensuring that MICAP is up to date with all relevant HMRC guidelines and legislation.