Our People

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Your Friendly Experts
  1. Kai Ansari

    Client Manager
  2. Mickey Armstrong

    Client Manager
  3. Rosie Bailey

    Client Manager
  4. Andy Baker

    Partner & Financial Planner
  5. Mark Barlow

    Senior Client Manager
  6. Graeme Black

    Investment Analyst
  7. Jessica Carney

    Events Coordinator
  8. Nick Champ

    Client Manager
  9. Paul Davis

    Graphic Designer
  10. Mike Deverell

    Partner & Investment Manager
  11. Matthew Dobson

    Senior Client Manager
  12. Catherine Dooley

    Senior Client Manager
  13. Robert Douglas

    Client Manager
  14. Toby Ellington

    Head of Systems & Processes
  15. Rob Ellis

    Implementation Strategy Manager
  16. Paul Farrugia

    Partner & Chartered Financial Planner
  17. Neal Foundly

    Investment Analyst
  18. Jack Geary

    Client Manager
  19. Chloe Halling

    Executive PA
  20. Clare Hamilton

    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. Charlene Love

    Client Manager
  38. Ryan MacDonald

    Client Manager
  39. David McKendrick

    Partner & Chartered Financial Planner
  40. John Mortimer

    Business Development Manager
  41. Jamie Moynihan

    Client Manager
  42. Emma Mutch

    Receptionist
  43. Anne Parrott

    Accounts Assistant
  44. Nilesh Patel

    Advisory Client Manager
  45. Sam Patterson

    Client Manager
  46. Victoria Pearce

    Compliance Manager
  47. Edward Pemberton

    Data Analyst & Investment Administrator
  48. Asad Qureshi

    Client Manager
  49. Kevin Rickard

    Senior Client Manager
  50. Gaynor Rigby

    Managing Partner
  51. Laura Robinson

    Marketing Executive & Team Leader
  52. Ben Rogers

    Financial Planner
  53. Courage Ruwanza

    Client Manager, Implementation Team
  54. Nicola Smith

    Client Manager
  55. Laura Stewart

    Client Manager
  56. Ann Trapp

    Client Manager
  57. Sarah Warburton

    Head of Culture
  58. David West

    Client Manager
  59. Sarah Winthorpe

    Finance Manager
  60. Lucy Woolrich

    Head of Training & Development