Our People

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Your Friendly Experts
  1. Ben Alves

    Client Manager
  2. Mickey Armstrong

    Client Manager
  3. Rosie Bailey

    Client Manager
  4. Andy Baker

    Partner & Chartered Financial Planner
  5. Mark Barlow

    Senior Client Manager
  6. Graeme Black

    Investment Analyst
  7. Marcus Bond

    Client Manager
  8. Jessica Carney

    Events Coordinator
  9. James Carr

    Investment Analyst
  10. Nick Champ

    Lead Client Manager
  11. Sarah Coleman

    Client Manager
  12. Josie Corfield

    Client Manager
  13. Paul Davis

    Graphic Designer
  14. Mike Deverell

    Partner & Investment Manager
  15. Matthew Dobson

    Client Manager Team Leader
  16. Catherine Dooley

    Client Manager Team Leader
  17. Robert Douglas

    Process Support and Development Specialist
  18. Toby Ellington

    Head of Systems & Processes
  19. Paul Farrugia

    Partner & Chartered Financial Planner
  20. Neal Foundly

    Investment Analyst
  21. Chloe Halling

    Executive PA
  22. Ben Harrison

    Lead Client Manager
  23. Claire Hayward

    New Business Manager
  24. Chloe Higgins

    Lead Client Manager
  25. Richard Higgs

    Client Manager
  26. John Hilliard

    Facilities Co-ordinator
  27. Andrew Hirst

    Partner & Chartered Financial Planner
  28. Cleo Howard

    Client Manager Team Leader
  29. Rachel Howe

    Compliance Associate
  30. Jorge Jackson

    Client Manager
  31. Julie-Anne Jackson

    Office Manager
  32. Debbie Jukes

    Partner & Head of Client Care
  33. Laura Kenmare

    Client Manager
  34. Barney Kilroy

    Lead Client Manager
  35. Caroline Knight

    Compliance Associate
  36. Tim Latham

    Client Manager Team Leader
  37. Rachel Lee

    Client Manager Support
  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. Josh Milton-Edwards

    Culture assistant
  44. Jonathan Molloy

    Client Manager
  45. Daniel Morgan

    Client Manager
  46. John Mortimer

    Business Development Manager
  47. Jason Mountford

    Client Manager
  48. Jamie Moynihan

    Lead Client Manager
  49. Emma Mutch

    Receptionist
  50. Anne Parrott

    Accounts Assistant
  51. Nilesh Patel

    Advisory Client Manager
  52. Sam Patterson

    Client Manager
  53. Edward Pemberton

    Data Analyst & Investment Administrator
  54. Mike Phillips

    Compliance and Risk Manager
  55. Chris Pughe

    Client Manager
  56. David Quesnel

    Trainee Management Accountant
  57. Natalie Quirk

    Client Manager
  58. Asad Qureshi

    Lead Client Manager
  59. Sam Richards

    Marketing Executive
  60. Kevin Rickard

    Lead Client Manager
  61. Gaynor Rigby

    Managing Partner
  62. Laura Robinson

    Marketing Team Leader
  63. Jordan Roe

    Client Manager
  64. Ben Rogers

    Chartered Financial Planner
  65. Courage Ruwanza

    Client Manager
  66. Peter Ryding

    Advice Manager
  67. Rachael Settle

    Client Manager
  68. Nicola Sullivan

    Client Manager
  69. Deborah Start

    Administrator
  70. Laura Stewart

    Client Manager
  71. Ann Trapp

    Client Manager
  72. Sarah Warburton

    Head of Culture
  73. Jo Watmore

    Financial Controller
  74. David West

    Client Manager
  75. Belinda White

    Client Manager
  76. Jack Williams

    Client Manager
  77. Lucy Woolrich

    Head of Training & Development
  78. Thomas Worthington

    Client Manager
  79. Jon Yarker

    Marketing Executive