Our People

You're in safe hands

Your Friendly Experts
  1. Mickey Armstrong

    Client Manager
  2. Nadia Ashraf

    Financial Controller
  3. Rosie Bailey

    Client Manager
  4. Andy Baker

    Partner & Chartered Financial Planner
  5. Mark Barlow

    Client Manager
  6. Graeme Black

    Investment Analyst
  7. Jessica Carney

    Events Coordinator
  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. Debbie Jukes

    Partner & Head of Client Care
  32. Barney Kilroy

    Client Manager
  33. Tim Latham

    Client Manager
  34. Colin Lawson

    Founder & Partner
  35. Simon Lister

    Client Manager
  36. Katy Littler

    Client Manager
  37. Jason Lowe

    Partner & Financial Planner
  38. Ryan MacDonald

    Client Manager Team Leader
  39. David McKendrick

    Partner & Chartered Financial Planner
  40. Jonathan Molloy

    Client Manager
  41. Daniel Morgan

    Client Manager
  42. John Mortimer

    Business Development Manager
  43. Jason Mountford

    Client Manager
  44. Jamie Moynihan

    Client Manager
  45. Emma Mutch

    Receptionist
  46. Anne Parrott

    Accounts Assistant
  47. Nilesh Patel

    Advisory Client Manager
  48. Sam Patterson

    Client Manager
  49. Victoria Pearce

    Compliance Manager
  50. Edward Pemberton

    Data Analyst & Investment Administrator
  51. David Quesnel

    Trainee Management Accountant
  52. Asad Qureshi

    Client Manager
  53. Sam Richards

    Marketing Executive
  54. Kevin Rickard

    Client Manager
  55. Gaynor Rigby

    Managing Partner
  56. Laura Robinson

    Marketing Team Leader
  57. Ben Rogers

    Chartered Financial Planner
  58. Courage Ruwanza

    Client Manager
  59. Rachael Settle

    Client Manager
  60. Nicola Smith

    Client Manager
  61. Deborah Start

    Administrator
  62. Laura Stewart

    Client Manager
  63. Ann Trapp

    Client Manager
  64. Sarah Warburton

    Head of Culture
  65. David West

    Client Manager
  66. Belinda White

    Client Manager
  67. Lucy Woolrich

    Head of Training & Development
  68. Jon Yarker

    Marketing Executive