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. Graeme Black

    Investment Analyst
  8. Fiona Bousfield

    Marketing Communications Executive
  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. Neal Foundly

    Investment Analyst
  20. Jack Geary

    Client Manager
  21. Chloe Halling

    Executive PA
  22. Claire Hayward

    Senior Client Manager, Implementation Team
  23. Chloe Higgins

    Graduate, Client Manager
  24. Richard Higgs

    Client Manager
  25. John Hilliard

    Facilities Co-ordinator
  26. Mark Hird

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

    Partner & Chartered Financial Planner
  28. Cleo Howard

    Team Leader
  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. Ryan MacDonald

    Client Manager
  39. David McKendrick

    Partner & Chartered Financial Planner
  40. John Mortimer

    Business Development Manager
  41. Lucy Moss

    Head of Training & Development
  42. Jamie Moynihan

    Client Manager
  43. Emma Mutch

    Receptionist
  44. Anne Parrott

    Accounts Assistant
  45. Nilesh Patel

    Client Manager
  46. Victoria Pearce

    Compliance Manager
  47. Edward Pemberton

    Data Analyst & Investment Administrator
  48. Asad Qureshi

    Graduate, Client Manager
  49. Kevin Rickard

    Senior Client Manager
  50. Gaynor Rigby

    Managing Partner
  51. Laura Robinson

    Marketing Executive
  52. Ben Rogers

    Client Manager
  53. Courage Ruwanza

    Client Manager, Implementation Team
  54. Nicola Smith

    Client Manager
  55. Ann Trapp

    Client Manager
  56. Sarah Warburton

    Head of Culture
  57. Sarah Winthorpe

    Finance Manager