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

    Senior Client Manager
  5. Graeme Black

    Investment Analyst
  6. Jessica Carney

    Events Coordinator
  7. Nick Champ

    Client Manager
  8. Paul Davis

    Graphic Designer
  9. Mike Deverell

    Partner & Investment Manager
  10. Matthew Dobson

    Senior Client Manager
  11. Catherine Dooley

    Senior Client Manager
  12. Robert Douglas

    Client Manager
  13. Toby Ellington

    Head of Systems & Processes
  14. Rob Ellis

    Implementation Strategy Manager
  15. Paul Farrugia

    Partner & Chartered Financial Planner
  16. Neal Foundly

    Investment Analyst
  17. Jack Geary

    Client Manager
  18. Chloe Halling

    Executive PA
  19. Clare Hamilton

    Client Manager
  20. Ben Harrison

    Trainee Client Manager
  21. Carl Hayes

    Client Manager
  22. Claire Hayward

    New Business Manager
  23. Chloe Higgins

    Client Manager
  24. Richard Higgs

    Client Manager
  25. John Hilliard

    Facilities Co-ordinator
  26. Mark Hird

    Senior Client Manager (Team Leader)
  27. Andrew Hirst

    Partner & Chartered Financial Planner
  28. Cleo Howard

    Team Leader
  29. Rachel Howe

    Compliance Associate
  30. Debbie Jukes

    Partner & Head of Client Care
  31. Barney Kilroy

    Client Manager
  32. Tim Latham

    Client Manager
  33. Colin Lawson

    Founder & Partner
  34. Simon Lister

    Client Manager
  35. Katy Littler

    Client Manager
  36. Jason Lowe

    Partner & Financial Planner
  37. Ryan MacDonald

    Client Manager
  38. David McKendrick

    Partner & Chartered Financial Planner
  39. John Mortimer

    Business Development Manager
  40. Jamie Moynihan

    Client Manager
  41. Emma Mutch

    Receptionist
  42. Anne Parrott

    Accounts Assistant
  43. Nilesh Patel

    Advisory Client Manager
  44. Sam Patterson

    Client Manager
  45. Victoria Pearce

    Compliance Manager
  46. Edward Pemberton

    Data Analyst & Investment Administrator
  47. David Quesnel

    Trainee Management Accountant
  48. Asad Qureshi

    Client Manager
  49. Sam Richards

    Marketing Executive
  50. Kevin Rickard

    Senior Client Manager
  51. Gaynor Rigby

    Managing Partner
  52. Laura Robinson

    Marketing Team Leader
  53. Ben Rogers

    Chartered Financial Planner
  54. Courage Ruwanza

    Client Manager, Implementation Team
  55. Nicola Smith

    Client Manager
  56. Laura Stewart

    Client Manager
  57. Ann Trapp

    Client Manager
  58. Sarah Warburton

    Head of Culture
  59. David West

    Client Manager
  60. Belinda White

    Client Manager
  61. Lucy Woolrich

    Head of Training & Development
  62. Jon Yarker

    Marketing Executive