Our People

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Your Friendly Experts
  1. Mickey Armstrong

    Client Manager
  2. Rosie Bailey

    Client Manager
  3. Andy Baker

    Partner & Chartered Financial Planner
  4. Mark Barlow

    Client Manager
  5. Graeme Black

    Investment Analyst
  6. Jessica Carney

    Events Coordinator
  7. James Carr

    Investment Analyst
  8. Nick Champ

    Client Manager
  9. Josie Corfield

    Client Manager
  10. Paul Davis

    Graphic Designer
  11. Mike Deverell

    Partner & Investment Manager
  12. Matthew Dobson

    Client Manager Team Leader
  13. Catherine Dooley

    Client Manager Team Leader
  14. Robert Douglas

    Process Support and Development Specialist
  15. Toby Ellington

    Head of Systems & Processes
  16. Rob Ellis

    Client Manager
  17. Paul Farrugia

    Partner & Chartered Financial Planner
  18. Neal Foundly

    Investment Analyst
  19. Jack Geary

    Client Manager
  20. Chloe Halling

    Executive PA
  21. Clare Hamilton

    Client Manager
  22. Ben Harrison

    Trainee Client Manager
  23. Claire Hayward

    New Business Manager
  24. Chloe Higgins

    Client Manager
  25. Richard Higgs

    Client Manager
  26. John Hilliard

    Facilities Co-ordinator
  27. Mark Hird

    Authorised Pension Transfer Specialist
  28. Andrew Hirst

    Partner & Chartered Financial Planner
  29. Cleo Howard

    Client Manager Team Leader
  30. Rachel Howe

    Compliance Associate
  31. Julie-Anne Jackson

    Office Manager
  32. Debbie Jukes

    Partner & Head of Client Care
  33. Barney Kilroy

    Client Manager
  34. Caroline Knight

    Compliance Associate
  35. Tim Latham

    Client Manager
  36. Colin Lawson

    Founder & Partner
  37. Rachel Lee

    Client Manager
  38. Simon Lister

    Client Manager
  39. Katy Littler

    Client Manager
  40. Jason Lowe

    Partner & Financial Planner
  41. Ryan MacDonald

    Client Manager Team Leader
  42. David McKendrick

    Partner & Chartered Financial Planner
  43. Jonathan Molloy

    Client Manager
  44. Daniel Morgan

    Client Manager
  45. John Mortimer

    Business Development Manager
  46. Jason Mountford

    Client Manager
  47. Jamie Moynihan

    Client Manager
  48. Emma Mutch

    Receptionist
  49. Anne Parrott

    Accounts Assistant
  50. Nilesh Patel

    Advisory Client Manager
  51. Sam Patterson

    Client Manager
  52. Edward Pemberton

    Data Analyst & Investment Administrator
  53. David Quesnel

    Trainee Management Accountant
  54. Asad Qureshi

    Client Manager
  55. Sam Richards

    Marketing Executive
  56. Kevin Rickard

    Client Manager
  57. Gaynor Rigby

    Managing Partner
  58. Laura Robinson

    Marketing Team Leader
  59. Ben Rogers

    Chartered Financial Planner
  60. Courage Ruwanza

    Client Manager
  61. Rachael Settle

    Client Manager
  62. Nicola Smith

    Client Manager
  63. Deborah Start

    Administrator
  64. Laura Stewart

    Client Manager
  65. Ann Trapp

    Client Manager
  66. Sarah Warburton

    Head of Culture
  67. David West

    Client Manager
  68. Belinda White

    Client Manager
  69. Lucy Woolrich

    Head of Training & Development
  70. Jon Yarker

    Marketing Executive
  71. Sarah Coleman

    Client Manager Support