Our People

You're in safe hands

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. Lisa Davies

    Client Manager
  8. Ross Davies

    Client Manager
  9. Mike Deverell

    Partner & Investment Manager
  10. Matthew Dobson

    Client Manager
  11. Catherine Dooley

    Client Manager
  12. Robert Douglas

    Client Manager
  13. Toby Ellington

    Senior Client Manager (Team Leader)
  14. Rob Ellis

    Client Manager
  15. Paul Farrugia

    Client Manager
  16. Cleo Fisher

    Client Manager
  17. Neal Foundly

    Investment Analyst
  18. Emma Gibbons

    Receptionist
  19. Claire Hayward

    Client Manager
  20. Mark Hird

    Client Manager
  21. Andrew Hirst

    Partner & Chartered Financial Planner
  22. Debbie Jukes

    Partner & General Manager
  23. Barney Kilroy

    Client Manager
  24. Colin Lawson

    Managing Partner
  25. Rachel Lee

    Client Manager
  26. Simon Lister

    Client Manager
  27. Jason Lowe

    Partner & Financial Planner
  28. David McKendrick

    Partner & Chartered Financial Planner
  29. John Mortimer

    Business Development Manager
  30. Jamie Moynihan

    Client Manager
  31. Anne Parrott

    Account Support
  32. Nilesh Patel

    Client Manager
  33. Victoria Pearce

    Compliance Manager
  34. Kevin Rickard

    Client Manager
  35. Gaynor Rigby

    Partner & Chief Operating Officer
  36. Laura Robinson

    Marketing Assistant
  37. Courage Ruwanza

    Client Manager
  38. Nicola Smith

    Client Manager
  39. Catherine Snailham

    Client Manager
  40. Niall Sweeney

    Marketing Executive
  41. Lucy Woolrich

    Senior Client Manager (Team Leader)
  42. Simon Yarwood

    Client Manager