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

    Client Manager
  5. Graeme Black

    Investment Analyst
  6. Jessica Carney

    Events Coordinator
  7. James Carr

    Investment Analyst
  8. Nick Champ

    Client Manager
  9. Sarah Coleman

    Client Manager Support
  10. Josie Corfield

    Client Manager
  11. Paul Davis

    Graphic Designer
  12. Mike Deverell

    Partner & Investment Manager
  13. Matthew Dobson

    Client Manager Team Leader
  14. Catherine Dooley

    Client Manager Team Leader
  15. Robert Douglas

    Process Support and Development Specialist
  16. Toby Ellington

    Head of Systems & Processes
  17. Rob Ellis

    Client Manager
  18. Paul Farrugia

    Partner & Chartered Financial Planner
  19. Neal Foundly

    Investment Analyst
  20. Jack Geary

    Client Manager
  21. Chloe Halling

    Executive PA
  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. Jorge Jackson

    Trainee Client Manager
  32. Julie-Anne Jackson

    Office Manager
  33. Debbie Jukes

    Partner & Head of Client Care
  34. Laura Kenmare

    Client Manager
  35. Barney Kilroy

    Client Manager
  36. Caroline Knight

    Compliance Associate
  37. Tim Latham

    Client Manager
  38. Rachel Lee

    Client Manager
  39. Simon Lister

    Client Manager
  40. Katy Littler

    Client Manager
  41. Jason Lowe

    Partner & Financial Planner
  42. Ryan MacDonald

    Client Manager Team Leader
  43. David McKendrick

    Partner & Chartered Financial Planner
  44. Josh Milton-Edwards

    Culture assistant
  45. Jonathan Molloy

    Client Manager
  46. Daniel Morgan

    Client Manager
  47. John Mortimer

    Business Development Manager
  48. Jason Mountford

    Client Manager
  49. Jamie Moynihan

    Client Manager
  50. Emma Mutch

    Receptionist
  51. Anne Parrott

    Accounts Assistant
  52. Nilesh Patel

    Advisory Client Manager
  53. Sam Patterson

    Client Manager
  54. Edward Pemberton

    Data Analyst & Investment Administrator
  55. David Quesnel

    Trainee Management Accountant
  56. Natalie Quirk

    Client Manager
  57. Asad Qureshi

    Client Manager
  58. Sam Richards

    Marketing Executive
  59. Kevin Rickard

    Client Manager
  60. Gaynor Rigby

    Managing Partner
  61. Laura Robinson

    Marketing Team Leader
  62. Jordan Roe

    Client Manager
  63. Ben Rogers

    Chartered Financial Planner
  64. Courage Ruwanza

    Client Manager
  65. Rachael Settle

    Client Manager
  66. Nicola Smith

    Client Manager
  67. Deborah Start

    Administrator
  68. Laura Stewart

    Client Manager
  69. Andy Thewlis

    Technical specialist
  70. Ann Trapp

    Client Manager
  71. Sarah Warburton

    Head of Culture
  72. Jo Watmore

    Financial Controller
  73. David West

    Client Manager
  74. Belinda White

    Client Manager
  75. Lucy Woolrich

    Head of Training & Development
  76. Jon Yarker

    Marketing Executive