Tony Norris, the company's creator, has specialised in the launch and operation of collective investment schemes (predominantly property schemes) for nearly thirty years and has been responsible for the launch of more than 150 separate funds/schemes, totalling in excess of £14 billion. Tony is highly regarded by investors and professional advisers and is an expert in cutting-edge fund investments.
Tony began his career as a Chartered Accountant and holds a Fellowship of the Institute of Chartered Accountants. As well as raising considerable amounts of investment capital from both institutional and private investors, he possesses a very detailed knowledge of the technical and compliance issues involved in launching and operating Collective Investment Schemes. Tony has a wealth of expertise and experience of launching schemes for numerous asset classes. Some of those projects include: Ashford International Rail Terminal, Cardiff Bay development and Bluewater Shopping Centre.
In addition to overseeing business operations and resources, Tony leads the Pre-Launch Team and is responsible for launching new funds.
Anne is a Director of Oaksmore Portfolios AIFM Limited. She is a qualified Independent Financial Adviser and liaises with investors and companies as well as assisting with investment fund launches. She has worked on the set up and development of the Oaksmore ISA and continues to be fully involved. She is a member of the London Institute of Banking and Finance.
Evelyn is a Director of Oaksmore Portfolios AIFM Limited and has completed the Advanced Diploma in Financial Advice. Evelyn helps with the launch of new investment schemes as well as carrying out due diligence on new AIFs. Evelyn also manages the administration involved in the creation of the investment schemes. She is a member of the London Institute of Banking and Finance.
Grace provides compliance support for Oaksmore to help ensure the Oaksmore ISA is FCA compliant. She also provides technical support and liaises with the IT team.