Our People

You're in safe hands

Your Friendly Experts
  1. Andy Baker

    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. Ross Davies

    Client Manager
  8. Mike Deverell

    Partner and Investment Manager
  9. Matthew Dobson

    Client Manager
  10. Catherine Dooley

    Client Manager
  11. Robert Douglas

    Client Manager
  12. Toby Ellington

    Senior Client Manager (Team Leader)
  13. Rob Ellis

    Client Manager
  14. Paul Farrugia

    Client Manager
  15. Cleo Fisher

    Client Manager
  16. Emma Gibbons

    Receptionist
  17. Nigel Grayson-Thorne

    Management Accountant
  18. Claire Hayward

    Client Manager
  19. Mark Hird

    Client Manager
  20. Andrew Hirst

    Partner and Chartered Financial Planner
  21. Lucas Jones

    Client Manager
  22. Debbie Jukes

    Partner & General Manager
  23. Barney Kilroy

    Client Manager
  24. Colin Lawson

    Managing Partner
  25. Rachel Lee

    Client Manager
  26. Simon Lister

    Client Manager
  27. Jason Lowe

    Partner and Financial Planner
  28. David McKendrick

    Chartered Financial Planner
  29. John Mortimer

    Business Development Manager
  30. Eric Parker

    Investment Analyst
  31. Anne Parrott

    Account Support
  32. Nilesh Patel

    Client Manager
  33. Kevin Rickard

    Client Manager
  34. Gaynor Rigby

    Partner & Chief Operating Officer
  35. Laura Robinson

    Marketing Assistant
  36. Courage Ruwanza

    Client Manager
  37. Nicola Smith

    Client Manager
  38. Catherine Snailham

    Client Manager
  39. Niall Sweeney

    Marketing Executive
  40. Lucy Woolrich

    Senior Client Manager (Team Leader)