Our People

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Your Friendly Experts
  1. Kai Ansari

    Client Manager
  2. Mickey Armstrong

    Client Manager
  3. Andy Baker

    Partner & Financial Planner
  4. Mark Barlow

    Senior Client Manager
  5. Richard Beardmore

    Client Manager
  6. Graeme Black

    Investment Analyst
  7. Fiona Bousfield

    Marketing Communications Executive
  8. Jessica Carney

    Events Coordinator
  9. Robert Daily

    Client Manager
  10. Paul Davis

    Graphic Designer
  11. Mike Deverell

    Partner & Investment Manager
  12. Matthew Dobson

    Senior Client Manager
  13. Catherine Dooley

    Senior Client Manager
  14. Robert Douglas

    Client Manager
  15. Toby Ellington

    Head of Systems & Processes
  16. Rob Ellis

    Implementation Strategy Manager
  17. Paul Farrugia

    Partner & Chartered Financial Planner
  18. Neal Foundly

    Investment Analyst
  19. Jack Geary

    Client Manager
  20. Chloe Halling

    Executive PA
  21. Clare Hamilton

    Client Manager
  22. Carl Hayes

    Client Manager
  23. Claire Hayward

    Senior Client Manager, Implementation Team
  24. Chloe Higgins

    Client Manager
  25. Richard Higgs

    Client Manager
  26. John Hilliard

    Facilities Co-ordinator
  27. Mark Hird

    Senior Client Manager (Team Leader)
  28. Andrew Hirst

    Partner & Chartered Financial Planner
  29. Cleo Howard

    Team Leader
  30. Rachel Howe

    Compliance Associate
  31. Debbie Jukes

    Partner & Client Care
  32. Barney Kilroy

    Client Manager
  33. Tim Latham

    Client Manager
  34. Colin Lawson

    Founder & Partner
  35. Simon Lister

    Client Manager
  36. Katy Littler

    Client Manager
  37. Jason Lowe

    Partner & Financial Planner
  38. Charlene Love

    Client Manager
  39. Ryan MacDonald

    Client Manager
  40. David McKendrick

    Partner & Chartered Financial Planner
  41. John Mortimer

    Business Development Manager
  42. Lucy Moss

    Head of Training & Development
  43. Jamie Moynihan

    Client Manager
  44. Emma Mutch

    Receptionist
  45. Anne Parrott

    Accounts Assistant
  46. Nilesh Patel

    Client Manager
  47. Victoria Pearce

    Compliance Manager
  48. Edward Pemberton

    Data Analyst & Investment Administrator
  49. Asad Qureshi

    Client Manager
  50. Kevin Rickard

    Senior Client Manager
  51. Gaynor Rigby

    Managing Partner
  52. Laura Robinson

    Marketing Executive & Team Leader
  53. Ben Rogers

    Client Manager
  54. Courage Ruwanza

    Client Manager, Implementation Team
  55. Nicola Smith

    Client Manager
  56. Laura Stewart

    Client Manager
  57. Ann Trapp

    Client Manager
  58. Sarah Warburton

    Head of Culture
  59. David West

    Client Manager
  60. Sarah Winthorpe

    Finance Manager