We have built a long-serving team who are

knowledgeable and experienced…

Strength in depth is one area which really sets us apart. We have built a team of long-serving staff who are knowledgeable and experienced, but even more importantly they really care about our clients’ outcomes and want to do the best for them every time.

Company Leaders
Our Advising Team
Investment Managers
Management Team
Our Support Team
  • Jessica Abbott

    Team Leader

  • Julie Adcock

    Financial Administrator

  • Louise Aldred

    Financial Administrator

  • Richard Bannister

    Systems Support

  • Natalie Barker

    Training and Development

  • Cameron Bird

    Trainee Financial Administrator

  • Carly Blake

    Financial Administrator

  • Sam Blake

    Accounts Technician

  • Craig Blakemore

    Investment Technical Analyst

  • Tom Bridges

    Trainee Investment Administrator

  • Karen Bronze

    Financial Administrator

  • Emma Dean

    Administration Assistant

  • James Dennes

    Investment Administrator

  • Katherine D’Esposito

    Financial Administrator

  • Karen d’Inverno

    Receptionist

  • Helen Downing

    Financial Administrator

  • Vikki Edwards

    Financial Administrator

  • Amanda Elias-Keys

    Mortgages Administrator

  • Liam Frost

    Corporate Financial Administrator

  • Richard Gostling

    Systems Support

  • Chloe Habgood

    Investment Systems Technical Analyst

  • Sarah Haddon

    Team Leader

  • Tom Haddon

    Associate Director, Compliance Manager

  • Megan Hales

    Mortgages Administrator

  • David Harris

    Business Support Training & Development

  • Emma Hilldrup

    Pensions Technical Support

  • Leon Howard

    Financial Administrator

  • Matt Howard

    Accounts Technician

  • Rosie Jones

    Deputy Head of Employee Benefits

  • Margot Kiley

    Financial Administrator

  • Katie Madden

    Marketing Assistant

  • Maree Marks

    Financial Administrator

  • Jasmin Miller

    Technical Analyst

  • Louise Mixer

    Technical Analyst

  • Pam Mollicone

    Administration Assistant

  • Richard Moore

    Financial Administrator

  • Julia Neville

    Technical Analyst

  • Leah Nobbs

    Financial Administrator

  • Chris Pigney

    Corporate Financial Administrator

  • Anne Pinching

    Investment Department Manager

  • Robert Porter

    Technical Analyst

  • Denise Preston

    Administration Assistant

  • Hari Rathi

    Financial Administrator

  • Lucy Robinson

    Event Co-ordinator & Administration Assistant

  • Ray Sadd

    Financial Administrator

  • Anna Sayce

    Financial Administrator

  • Alice Steward

    Team Leader

  • Bev Smith

    Accounts Assistant

  • Sam Steward

    Technical Analyst

  • Tom Syer

    Technical Analyst

  • Andy Thompson

    Compliance Manager

  • Kyan Tilney

    Investment Administrator

  • Sam Tyson

    Financial Administrator

  • Debbie Twite

    HR Administrator

  • Chelsea Warner-Bennett

    Technical Analyst

  • Matthew Watts

    Investment Administrator

  • Tom Whinney

    Investment Team Leader

  • Mark Wiseman

    Corporate Financial Administrator

  • Jessica Wright

    Technical Analyst

  • Becky Wilson

    Accounts Assistant