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. Phoebe Benta

    Events Coordinator
  7. Fiona Bousfield

    Marketing Communications Executive
  8. Graeme Black

    Investment Analyst
  9. Vanessa Carey

    Client Manager
  10. Robert Daily

    Client Manager, Implementation Team
  11. Paul Davis

    Graphic Designer
  12. Mike Deverell

    Partner & Investment Manager
  13. Matthew Dobson

    Senior Client Manager
  14. Catherine Dooley

    Senior Client Manager
  15. Robert Douglas

    Client Manager, Implementation Team
  16. Toby Ellington

    Head of Systems & Processes
  17. Rob Ellis

    Team Leader, Implementation Team
  18. Paul Farrugia

    Chartered Financial Planner
  19. Cleo Fisher

    Team Leader
  20. Neal Foundly

    Investment Analyst
  21. Jack Geary

    Client Manager
  22. Emma Gibbons

    Receptionist
  23. Chloe Halling

    Executive PA
  24. Claire Hayward

    Senior Client Manager, Implementation Team
  25. Richard Higgs

    Client Manager
  26. John Hilliard

    Facilities Co-ordinator
  27. Mark Hird

    Senior Client Manager & Best Practice Development Manager
  28. Andrew Hirst

    Partner & Chartered Financial Planner
  29. Helen Johnson

    Client Manager
  30. Debbie Jukes

    Partner & Client Care
  31. Barney Kilroy

    Client Manager
  32. Tim Latham

    Client Manager
  33. Paul Lawrence

    Client Manager, Implementation Team
  34. Colin Lawson

    Founder & Partner
  35. Simon Lister

    Client Manager
  36. Katy Littler

    Client Manager
  37. Jason Lowe

    Partner & Financial Planner
  38. David McKendrick

    Partner & Chartered Financial Planner
  39. John Mortimer

    Business Development Manager
  40. Lucy Moss

    Head of Training & Development
  41. Jamie Moynihan

    Client Manager
  42. Anne Parrott

    Accounts Assistant
  43. Nilesh Patel

    Client Manager
  44. Victoria Pearce

    Compliance Manager
  45. Edward Pemberton

    Data Analyst & Investment Administrator
  46. Kevin Rickard

    Senior Client Manager
  47. Gaynor Rigby

    Managing Partner
  48. Laura Robinson

    Marketing Executive
  49. Ben Rogers

    Client Manager
  50. Courage Ruwanza

    Client Manager, Implementation Team
  51. Nicola Smith

    Client Manager
  52. Ann Trapp

    Client Manager
  53. Sarah Warburton

    HR & Recruitment Manager
  54. Matthew Wincott

    Client Manager
  55. Sarah Winthorpe

    Finance Manager