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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. Robert Daily

    Client Manager
  6. Lisa Davies

    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, Implementation Team
  12. Toby Ellington

    Senior Client Manager (Team Leader)
  13. Rob Ellis

    Client Manager, Implementation Team
  14. Paul Farrugia

    Chartered Financial Planner
  15. Cleo Fisher

    Client Manager
  16. Neal Foundly

    Investment Analyst
  17. Emma Gibbons

    Receptionist
  18. Claire Hayward

    Client Manager, Implementation Team
  19. Richard Higgs

    Client Manager
  20. John Hilliard

    Facilities Co-Ordinator
  21. Mark Hird

    Client Manager, Implementation Team
  22. Andrew Hirst

    Partner & Chartered Financial Planner
  23. Debbie Jukes

    Partner & General Manager
  24. Barney Kilroy

    Client Manager
  25. Paul Lawrence

    Client Manager, Implementation Team
  26. Colin Lawson

    Managing Partner
  27. Simon Lister

    Client Manager
  28. Jason Lowe

    Partner & Financial Planner
  29. David McKendrick

    Partner & Chartered Financial Planner
  30. John Mortimer

    Business Development Manager
  31. Jamie Moynihan

    Client Manager
  32. Anne Parrott

    Account Support
  33. Nilesh Patel

    Client Manager
  34. Victoria Pearce

    Compliance Manager
  35. Kevin Rickard

    Client Manager
  36. Gaynor Rigby

    Partner & Chief Operating Officer
  37. Laura Robinson

    Marketing Assistant
  38. Ben Rogers

    Client Manager
  39. Courage Ruwanza

    Client ManagerClient Manager, Implementation Team
  40. Nicola Smith

    Client Manager
  41. Niall Sweeney

    Marketing Executive
  42. Ann Trapp

    Client Manager
  43. Sarah Warburton

    Internal Recruiter
  44. Lucy Woolrich

    Senior Client Manager (Team Leader)