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. Sarah Coleman

    Client Manager Support
  10. Josie Corfield

    Client Manager
  11. Paul Davis

    Graphic Designer
  12. Mike Deverell

    Partner & Investment Manager
  13. Matthew Dobson

    Client Manager Team Leader
  14. Catherine Dooley

    Client Manager Team Leader
  15. Robert Douglas

    Process Support and Development Specialist
  16. Toby Ellington

    Head of Systems & Processes
  17. Paul Farrugia

    Partner & Chartered Financial Planner
  18. Neal Foundly

    Investment Analyst
  19. Chloe Halling

    Executive PA
  20. Ben Harrison

    Trainee Client Manager
  21. Claire Hayward

    New Business Manager
  22. Chloe Higgins

    Client Manager
  23. Richard Higgs

    Client Manager
  24. John Hilliard

    Facilities Co-ordinator
  25. Mark Hird

    Authorised Pension Transfer Specialist
  26. Andrew Hirst

    Partner & Chartered Financial Planner
  27. Cleo Howard

    Client Manager Team Leader
  28. Rachel Howe

    Compliance Associate
  29. Jorge Jackson

    Trainee Client Manager
  30. Julie-Anne Jackson

    Office Manager
  31. Debbie Jukes

    Partner & Head of Client Care
  32. Laura Kenmare

    Client Manager
  33. Barney Kilroy

    Client Manager
  34. Caroline Knight

    Compliance Associate
  35. Tim Latham

    Client Manager
  36. Rachel Lee

    Client Manager
  37. Simon Lister

    Client Manager
  38. Katy Littler

    Client Manager
  39. Jason Lowe

    Partner & Financial Planner
  40. Ryan MacDonald

    Client Manager Team Leader
  41. David McKendrick

    Partner & Chartered Financial Planner
  42. Josh Milton-Edwards

    Culture assistant
  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. Natalie Quirk

    Client Manager
  55. Asad Qureshi

    Client Manager
  56. Sam Richards

    Marketing Executive
  57. Kevin Rickard

    Client Manager
  58. Gaynor Rigby

    Managing Partner
  59. Laura Robinson

    Marketing Team Leader
  60. Jordan Roe

    Client Manager
  61. Ben Rogers

    Chartered Financial Planner
  62. Courage Ruwanza

    Client Manager
  63. Rachael Settle

    Client Manager
  64. Nicola Smith

    Client Manager
  65. Deborah Start

    Administrator
  66. Laura Stewart

    Client Manager
  67. Ann Trapp

    Client Manager
  68. Sarah Warburton

    Head of Culture
  69. Jo Watmore

    Financial Controller
  70. David West

    Client Manager
  71. Belinda White

    Client Manager
  72. Lucy Woolrich

    Head of Training & Development
  73. Jon Yarker

    Marketing Executive