Our People

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

    BSc(Hons)

    In House Software Support & Development Team Leader

  • Natalie Barker

    Training and Development

  • Anita Burton

    Business Administrator

  • Cameron Bird

    Trainee Financial Administrator

  • Carly Blake

    Financial Administrator

  • Sam Blake

    Accounts Technician

  • Craig Blakemore

    Trainee 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

  • Louise Dunbar

    DipPFS, CMC

    Training and Development Manager

  • Rebecca Dyde

    Management Accountant

  • Vikki Edwards

    Financial Administrator

  • Amanda Elias-Keys

    Cert PFS

    Mortgages Administrator

  • Debbie Ewing

    HR Administrator

  • Liam Frost

    Business Administrator

  • Tamara Garvin

    Trainee Business Administrator

  • Daisy Groom

    Team Leader

  • Richard Gostling

    MPhys

    In House Software Support & Developer

  • Chloe Habgood

    BSc(Hons)

    In House Software Support & Developer

  • Sarah Haddon

    Technical Analyst

  • 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 Business Services

  • Margot Kiley

    Financial Administrator

  • Freya Loader

    Administration Assistant

  • Katie Madden

    Marketing Assistant

  • Maree Marks

    Financial Administrator

  • Megan Michalski

    Financial Administrator

  • Jasmin Miller

    Technical Analyst

  • Louise Mixer

    Technical Analyst

  • Becca Munday

    Mortgages Administrator & Data Administrator

  • Pam Mollicone

    Administration Assistant

  • Richard Moore

    Financial Administrator

  • Julia Neville

    Technical Analyst

  • Leah Nobbs

    Financial Administrator

  • Chris Pigney

    Business Administrator

  • Anne Pinching

    Investment Department Manager

  • Robert Porter

    Technical Analyst

  • Denise Preston

    Administration Assistant

  • Lucy Robinson

    Event Co-ordinator & Administration Assistant

  • Ray Sadd

    Financial Administrator

  • Anna Sayce

    Financial Administrator

  • Alice Steward

    Administration Support Lead

  • Bev Smith

    Accounts Assistant

  • Tom Syer

    Technical Analyst

  • Andy Thompson

    Compliance Manager

  • Kyan Tilney

    Investment Administrator

  • Sam Tyson

    Cert CII (FS)

    Financial Administrator

  • James Walker

    CeMAP, CeRER

    Mortgage Administrator

  • Chelsea Warner-Bennett

    Technical Support Lead

  • Matthew Watts

    Investment Administrator

  • Tom Whinney

    Investment Team Leader

  • Mark Wiseman

    Business Administrator

  • Jessica Wright

    Technical Support Lead

  • Becky Wilson

    Accounts Assistant