Beth Moorhouse
Client Service Manager
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- Full Name
- Beth Moorhouse *(as supplied; unverified)*
- Title
- Client Service Manager *(per stub; unverified — the documented Client Services Manager at the successor firm, Kubera Wealth, is Claire Hobbs)*
- Firm
- Dragonfly Planning *(see Background — this name maps to a now-closed UK multi-family office, not an active fund)*
- Firm Type
- Financial / lifestyle planning and multi-family office *(the stub's "Angel Investors" label is not supported; the entity was a wealth-management advice firm that, as an LP, committed capital to funds)*
- Investment Stage
- Seed *(per stub; unverified)*
- Location
- Greater London — the contact phone is a Pinner (020 8868) number; the original Dragonfly Planning was in Beckenham, Kent.
Background
The "Dragonfly Planning" referenced by the stub data corresponds to Dragonfly Planning Limited, a UK multi-family office founded in 2003 and based in Beckenham, Kent, providing financial and lifestyle planning, wealth management, and family-office services to high-net-worth individuals and families. It was led by managing director Adam Young. In PitchBook it is catalogued as a *limited partner* — i.e., a firm that committed capital into investment funds — which is the most likely origin of the "investor / seed" framing in the stub record, though the firm was an advice business rather than a venture or angel fund.
In December 2013, Dragonfly Planning closed as an advice firm and transferred its client book to Kubera Wealth. Adam Young joined Kubera as business development director in January 2014, and Dragonfly's client relationship manager Chris Salacinski moved across as part of the deal. Kubera Wealth Ltd is an FCA-authorised independent financial adviser and "life planning" firm (FCA reference 509765), operating from 39 High Street, Pinner, with offices in London and Gerrards Cross — and its main telephone number is +44 (0)20 8868 8886, the same number listed in the stub data. Its present-day team includes directors Stuart Poonawala and Graeme Cowie, and its current Client Services Manager is Claire Hobbs (not Beth Moorhouse).
A separate, unrelated entity now operates the `dragonflyplanning.com` website: a US-based nonprofit strategic-planning and behavioral-health consultancy run by Barbara Jessen-White. This collision of names and domains is the likely reason the stub data is internally inconsistent (a UK phone number, a US-owned domain, and an unverifiable individual all combined into a single record).
No biographical, educational, or career details specific to a "Beth Moorhouse" at any of these firms could be located, so none are asserted here.
Investment Thesis & Focus
- No personally attributable investment thesis, check size, stage focus, or sector preference could be verified for Beth Moorhouse from any source.
- The associated firm lineage (Dragonfly Planning → Kubera Wealth) is a financial-planning / wealth-management business serving private clients, not a startup-investing angel or venture operation; the only documented "investor" dimension is its historical role as a limited partner committing into funds.
Notable Investments
- None verifiable. No portfolio companies, deals, rounds, or outcomes attributable to Beth Moorhouse (or to Dragonfly Planning as a direct startup investor) could be found in any source.
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