Our Team

While we have over 30 registered Financial Advisers who are directly responsible for providing Financial Advice, they couldn’t do their jobs without the Investment Team, the Technical Analysts, Personal Assistants, Administrators, and all of our great back office staff who do so much to assist them.

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.

Although we have grown over the years, we have worked hard to maintain the family feel to the company. Each client is valued and gets a personal service tailored to them.

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Directors

David Hughff

Managing Director

Carl Lamb

Compliance Director

Scott Pinching

Finance Director

David Pring

Director

John Simpson

Director

Jeremy Woodruff

Branch Director

Advisers

Ryan Aldred

Financial Planner

Anthony Ashton

Financial Planner

Richard Barker

Associate Director
Chartered Financial Planner

Matt Beck

Chartered Financial Planner

Phil Beck

Financial Planner

Hazel Bowen

Chartered Financial Planner

Julian Bradshaw

Associate Director
Chartered Financial Planner

Douglas Bridges

Financial Planner

James Bulman

Financial Planner

Harry Dunkinson

Chartered Financial Planner

Lewis Easter

Chartered Financial Planner

Diane Fish

Associate Director
Mortgage Adviser

Matt Goddard

Chartered Financial Planner

Matt Hinchliffe

Financial Planner

Kieran Leonard

Financial Planner

Stephen Mooney

Chartered Financial Planner

Lisa Neat

Financial Planner

Paul Rayner

Associate Director

Dieter Rowe

Financial Planner

Hayley Tink

Chartered Financial Planner

Kelly Trees

Associate Director
Financial Planner

Lisa Tuck

Chartered Financial Planner

Jeff Wilson

Financial Planner

Nigel Wilson

Associate Director
Chartered Insurance Practitioner

Investment Team

Ross Henderson

Associate Director
Senior Investment Manager

Matthew Keay

Investment Manager

Management Team

Louise Dunbar

Training and Development Manager

Louisa Foreman

Personnel Manager

Teresa Henderson

Marketing & Communications Manager

Kayleigh Howard

Associate Director - Operations

Richard Innes

Business Development Manager

Jerry Ware

Associate Director - Compliance

Paul Wheatley

Business Development Manager

Margaret Whiley

Accounts Manager

 

Team 1

 
Team 1
 

Team 2

 
Team 2
 

Team 3

 
Team 3
 

Compliance & Training Team

 
Compliance & Training Team
 

Eaton Team

 
Eaton Team
 

Lowestoft Team

 
 

Corporate Team

 
Corporate Team