Our People

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Your Friendly Experts
  1. Andy Baker

    Partner & Financial Planner
  2. Mark Barlow

    Client Manager
  3. Richard Beardmore

    Client Manager
  4. Graeme Black

    Investment Analyst
  5. Peter Chiodo

    Marketing Executive
  6. Robert Daily

    Client Manager
  7. Ross Davies

    Client Manager
  8. Mike Deverell

    Partner & Investment Manager
  9. Matthew Dobson

    Client Manager
  10. Catherine Dooley

    Client Manager
  11. Robert Douglas

    Client Manager
  12. Toby Ellington

    Senior Client Manager (Team Leader)
  13. Rob Ellis

    Client Manager
  14. Paul Farrugia

    Client Manager
  15. Cleo Fisher

    Client Manager
  16. Neal Foundly

    Investment Analyst
  17. Emma Gibbons

    Receptionist
  18. Claire Hayward

    Client Manager
  19. Mark Hird

    Client Manager
  20. Andrew Hirst

    Partner & Chartered Financial Planner
  21. Debbie Jukes

    Partner & General Manager
  22. Barney Kilroy

    Client Manager
  23. Colin Lawson

    Managing Partner
  24. Rachel Lee

    Client Manager
  25. Simon Lister

    Client Manager
  26. Jason Lowe

    Partner & Financial Planner
  27. David McKendrick

    Partner & Chartered Financial Planner
  28. John Mortimer

    Business Development Manager
  29. Jamie Moynihan

    Client Manager
  30. Anne Parrott

    Account Support
  31. Nilesh Patel

    Client Manager
  32. Victoria Pearce

    Compliance Manager
  33. Kevin Rickard

    Client Manager
  34. Gaynor Rigby

    Partner & Chief Operating Officer
  35. Laura Robinson

    Marketing Assistant
  36. Courage Ruwanza

    Client Manager
  37. Nicola Smith

    Client Manager
  38. Catherine Snailham

    Client Manager
  39. Niall Sweeney

    Marketing Executive
  40. Lucy Woolrich

    Senior Client Manager (Team Leader)
  41. Simon Yarwood

    Client Manager