Our People

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  1. Ben Alves

    Client Manager

  2. Mickey Armstrong

    Client Manager

  3. Rosie Bailey

    Client Manager

  4. Andy Baker

    Partner & Chartered Financial Planner

  5. Mark Barlow

    Senior Client Manager

  6. Graeme Black

    Investment Analyst

  7. Lucie Bloomfield

    PA

  8. Marcus Bond

    Client Manager

  9. Jessica Carney

    Events Coordinator

  10. James Carr

    Investment Analyst

  11. Nick Champ

    Lead Client Manager

  12. Sarah Coleman

    Client Manager

  13. Josie Corfield

    Client Manager

  14. Mike Deverell

    Partner & Investment Manager

  15. Matthew Dobson

    Client Manager Team Leader

  16. Catherine Dooley

    Client Manager Team Leader

  17. Robert Douglas

    Process Support and Development Specialist

  18. John Hilliard

    Facilities Co-ordinator

  19. Toby Ellington

    Head of Systems & Processes

  20. Paul Farrugia

    Partner & Chartered Financial Planner

  21. Neal Foundly

    Investment Analyst

  22. Ben Harrison

    Lead Client Manager

  23. Claire Hayward

    New Business Manager

  24. Chloe Higgins

    Lead Client Manager

  25. Richard Higgs

    Client Manager

  26. Andrew Hirst

    Partner & Chartered Financial Planner

  27. Cleo Howard

    Client Manager Team Leader

  28. Rachel Howe

    Compliance Associate

  29. Jorge Jackson

    Client Manager

  30. Julie-Anne Jackson

    Office Manager

  31. Debbie Jukes

    Partner & Head of Client Care

  32. Laura Kenmare

    Client Manager

  33. Barney Kilroy

    Lead Client Manager

  34. Caroline Knight

    Compliance Associate

  35. Tim Latham

    Client Manager Team Leader

  36. Colin Lawson

    Founder

  37. Simon Lister

    Client Manager

  38. Katy Littler

    Client Manager

  39. Jason Lowe

    Partner & Financial Planner

  40. Ryan MacDonald

    Client Manager Team Leader

  41. Diana Majko

    Client Manager

  42. David McKendrick

    Partner & Chartered Financial Planner

  43. Josh Milton-Edwards

    Culture assistant

  44. Daniel Morgan

    Client Manager

  45. John Mortimer

    Business Development Manager

  46. Jason Mountford

    Client Manager

  47. Jamie Moynihan

    Lead Client Manager

  48. Emma Mutch

    Receptionist

  49. Anne Parrott

    Accounts Assistant

  50. Nilesh Patel

    Advisory Client Manager

  51. Sam Patterson

    Client Manager

  52. Mike Phillips

    Compliance and Risk Manager

  53. Chris Pughe

    Client Manager

  54. David Quesnel

    Trainee Management Accountant

  55. Natalie Quirk

    Client Manager

  56. Asad Qureshi

    Lead Client Manager

  57. Sam Richards

    Marketing Executive

  58. Kevin Rickard

    Lead Client Manager

  59. Gaynor Rigby

    Managing Partner

  60. Jordan Roe

    Client Manager

  61. Ben Rogers

    Chartered Financial Planner

  62. Courage Ruwanza

    Client Manager

  63. Rachael Settle

    Client Manager

  64. Kellie Sharp

    Client Manager

  65. Nicola Sullivan

    Client Manager

  66. Deborah Start

    Administrator

  67. Laura Stewart

    Client Manager

  68. Ann Trapp

    Client Manager

  69. Sarah Warburton

    Head of Culture

  70. Jo Watmore

    Financial Controller

  71. David West

    Client Manager

  72. Belinda White

    Client Manager

  73. Jack Williams

    Client Manager

  74. Lucy Woolrich

    Head of Training & Development

  75. Thomas Worthington

    Client Manager

  76. Jon Yarker

    Marketing Executive