Louise Morris
Managing Director/ Chartered Financial Planner
Cliff Patterson
Compliance & Operations Director/ Chartered Financial Planner
Helen Carey
Head of Advice & Compliance / Chartered Financial Planner
Julie Lavers
Chartered Financial Planner & Resolution Specialist
Sarah Demmon
Chartered Financial Planner
Frank Harewood
Chartered Financial Planner
Louise Baughan
Senior Financial Planner
Cammas MacCormick
Financial Planner
Phil Kurzeja
Financial Planner
Bryn Evans
Paraplanning Manager
Beth Wood
Paraplanner
Dan Easton
Trainee Paraplanner
Richard Randall
Business Development Manager
John Kings
Director (Non-exec)
Jonathan Grimshaw MBE
Director (Non-exec)
Alison Reeve
Business Support Manager
Emma-Jane Crisp
Finance Manager
Angie Boon
Personal Assistant
Gina Archbold
Client Services Team Leader
Ann Tomkinson
Client Services Associate
Francesca Rose
Client Services Associate
Rob Hall
Client Services Associate
Simon Lee
Client Services Associate
Karen Birch
Client Services Associate
Sarah Collins
Client Services Trainee
Christine Carroll
Client Services Associate
Finn
Executive Attention Seeker