Our People

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Your Friendly Experts
  1. Kai Ansari

    Client Manager
  2. Mickey Armstrong

    Client Manager
  3. Andy Baker

    Partner & Financial Planner
  4. Mark Barlow

    Senior Client Manager
  5. Graeme Black

    Investment Analyst
  6. Fiona Bousfield

    Marketing Communications Executive
  7. Jessica Carney

    Events Coordinator
  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. Carl Hayes

    Client Manager
  21. Claire Hayward

    Senior Client Manager, Implementation Team
  22. Chloe Higgins

    Client Manager
  23. Richard Higgs

    Client Manager
  24. John Hilliard

    Facilities Co-ordinator
  25. Mark Hird

    Senior Client Manager (Team Leader)
  26. Andrew Hirst

    Partner & Chartered Financial Planner
  27. Cleo Howard

    Team Leader
  28. Rachel Howe

    Compliance Associate
  29. Debbie Jukes

    Partner & Client Care
  30. Barney Kilroy

    Client Manager
  31. Tim Latham

    Client Manager
  32. Colin Lawson

    Founder & Partner
  33. Simon Lister

    Client Manager
  34. Katy Littler

    Client Manager
  35. Jason Lowe

    Partner & Financial Planner
  36. Charlene Love

    Client Manager
  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. Victoria Pearce

    Compliance Manager
  45. Edward Pemberton

    Data Analyst & Investment Administrator
  46. Asad Qureshi

    Client Manager
  47. Kevin Rickard

    Senior Client Manager
  48. Gaynor Rigby

    Managing Partner
  49. Laura Robinson

    Marketing Executive & Team Leader
  50. Ben Rogers

    Client Manager
  51. Courage Ruwanza

    Client Manager, Implementation Team
  52. Nicola Smith

    Client Manager
  53. Laura Stewart

    Client Manager
  54. Ann Trapp

    Client Manager
  55. Sarah Warburton

    Head of Culture
  56. David West

    Client Manager
  57. Sarah Winthorpe

    Finance Manager
  58. Lucy Woolrich

    Head of Training & Development