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. Daniel Morgan

    Client Manager
  45. John Mortimer

    Business Development Manager
  46. Jason Mountford

    Client Manager
  47. Jamie Moynihan

    Lead Client Manager
  48. Emma Mutch

    Receptionist
  49. Anne Parrott

    Accounts Assistant
  50. Nilesh Patel

    Advisory Client Manager
  51. Sam Patterson

    Client Manager
  52. Mike Phillips

    Compliance and Risk Manager
  53. Chris Pughe

    Client Manager
  54. David Quesnel

    Trainee Management Accountant
  55. Natalie Quirk

    Client Manager
  56. Asad Qureshi

    Lead Client Manager
  57. Sam Richards

    Marketing Executive
  58. Kevin Rickard

    Lead Client Manager
  59. Gaynor Rigby

    Managing Partner
  60. Laura Robinson

    Marketing Team Leader
  61. Jordan Roe

    Client Manager
  62. Ben Rogers

    Chartered Financial Planner
  63. Courage Ruwanza

    Client Manager
  64. Rachael Settle

    Client Manager
  65. Kellie Sharp

    Client Manager
  66. Nicola Sullivan

    Client Manager
  67. Deborah Start

    Administrator
  68. Laura Stewart

    Client Manager
  69. Ann Trapp

    Client Manager
  70. Sarah Warburton

    Head of Culture
  71. Jo Watmore

    Financial Controller
  72. David West

    Client Manager
  73. Belinda White

    Client Manager
  74. Jack Williams

    Client Manager
  75. Lucy Woolrich

    Head of Training & Development
  76. Thomas Worthington

    Client Manager
  77. Jon Yarker

    Marketing Executive