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Our People

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Your Friendly Experts
  1. Andy Baker

    Partner and 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, Implementation Team
  13. Toby Ellington

    Senior Client Manager (Team Leader)
  14. Rob Ellis

    Client Manager, Implementation Team
  15. Paul Farrugia

    Chartered Financial Planner
  16. Cleo Fisher

    Client Manager
  17. Neal Foundly

    Investment Analyst
  18. Emma Gibbons

    Receptionist
  19. Claire Hayward

    Client Manager, Implementation Team
  20. Richard Higgs

    Client Manager
  21. John Hilliard

    Facilities Co-Ordinator
  22. Mark Hird

    Client Manager, Implementation Team
  23. Andrew Hirst

    Partner & Chartered Financial Planner
  24. Debbie Jukes

    Partner & General Manager
  25. Barney Kilroy

    Client Manager
  26. Paul Lawrence

    Client Manager, Implementation Team
  27. Colin Lawson

    Managing Partner
  28. Rachel Lee

    Client Manager, Implementation Team
  29. Simon Lister

    Client Manager
  30. Jason Lowe

    Partner & Financial Planner
  31. David McKendrick

    Partner & Chartered Financial Planner
  32. John Mortimer

    Business Development Manager
  33. Jamie Moynihan

    Client Manager
  34. Anne Parrott

    Account Support
  35. Nilesh Patel

    Client Manager
  36. Victoria Pearce

    Compliance Manager
  37. Kevin Rickard

    Client Manager
  38. Gaynor Rigby

    Partner & Chief Operating Officer
  39. Laura Robinson

    Marketing Assistant
  40. Ben Rogers

    Client Manager
  41. Courage Ruwanza

    Client ManagerClient Manager, Implementation Team
  42. Nicola Smith

    Client Manager
  43. Niall Sweeney

    Marketing Executive
  44. Ann Trapp

    Client Manager
  45. Sarah Warburton

    Internal Recruiter
  46. Lucy Woolrich

    Senior Client Manager (Team Leader)
  47. Simon Yarwood

    Client Manager