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

APFS

Managing Director

Carl Lamb

APFS

Executive Director

Scott Pinching

FCA, APFS

Finance Director

David Pring

MSc, FPFS

Director

John Simpson

MA(Hons), DipPFS

Director

Jeremy Woodruff

FPFS

Branch Director

Advisers

Ryan Aldred

BA(Hons), DipPFS

Financial Planner

Anthony Ashton

DipPFS

Financial Planner

Richard Barker

FPFS, Chartered MCSI

Associate Director
Chartered Financial Planner

Matt Beck

FPFS

Chartered Financial Planner

Phil Beck

DipPFS

Financial Planner

Julian Bradshaw

FPFS

Associate Director
Chartered Financial Planner

Douglas Bridges

DipPFS

Financial Planner

James Bulman

DipFA, CeMAP

Associate Director
Financial Planner

Harry Dunkinson

APFS

Chartered Financial Planner

Lewis Easter

FPFS

Chartered Financial Planner

Diane Fish

DipPFS, Adv CeMAP

Associate Director
Mortgage Adviser

Matt Goddard

FPFS, Ch. MCSI

Chartered Financial Planner

Matt Hinchliffe

DipPFS

Financial Planner

Kieran Leonard

DipPFS

Financial Planner

Stephen Mooney

FPFS

Chartered Financial Planner

Lisa Neat

DipPFS, Adv CeMAP

Financial Planner

Paul Rayner

DipPFS

Associate Director

Dieter Rowe

DipFA, CeMAP

Financial Planner

Kelly Trees

DipPFS, CeMAP, CeRER

Associate Director
Financial Planner

Lisa Tuck

APFS

Associate Director
Head of Employee Benefits

Jeff Wilson

DipPFS

Financial Planner

Nigel Wilson

ACII, DipPFS

Associate Director
Chartered Insurance Practitioner

Investments

Ross Henderson

BA(Hons), Chartered MCSI

Associate Director
Senior Investment Manager

Matthew Keay

FPFS, IMC

Senior Investment Manager

 

Investment Team

 
Investment Team Photo

Management Team

Louisa Foreman

Personnel Manager

Teresa Henderson

Associate Director
Marketing & Communications

Kayleigh Howard

Associate Director - Operations Manager

Jerry Ware

DipPFS

Associate Director - Compliance 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

Business Development & Training

Richard Innes

ACIB

Business Development Manager

Hayley Tink

FPFS

Chartered Financial Planner

Louise Dunbar

DipPFS, CMC

Training and Development Manager

Lorraine Ames

FPFS

Head of Technical