team

Chris Birch

Chief Executive And Chartered Financial Planner

team

Tony Dunne

Director And Chartered Financial Planner

team

Phil Hunt

Operations Director And Chartered Financial Planner

team

Austen Robilliard

Investment Director

team

Victoria Walkington

Head Of Business Development

team

Justin Bennett

Chartered Financial Planner

team

Robin Harper

Chartered Financial Planner And Accredited Later Life Adviser

team

Richard Allen

Financial Planner

team

Martyn Scott

Chartered Financial Planner

team

Branimir Gavrilovic

Senior Financial Adviser

team

Richard Sutcliffe

Senior Financial Adviser

team

James Hollman

Financial Adviser

team

Johnny Waring

Senior Financial Planner

team

Terry Kellow

Senior Financial Planner

team

Mark Collard

Senior Investment Analyst

team

George Cook

Investment Analyst



team

Joe Gunn

Head Of Financial Planning

team

Andy Carter

Head of Marketing

team

Toni Brockway

Administration Manager

team

Shona Callus

Assistant Administration Manager

team

Amy Woods

Assistant Administration Manager (Technical)

team

Emma Ayres

Financial Planner

team

Justine Coates

Accounts Manager

team

Jane Barns

Accounts Assistant

team

Sarah Reynolds

Chartered Financial Planner

team

Samantha Reed

Head of Business Management

team

Richard Palmer

Senior Financial Planner

team

Charles Dowden

Senior Paraplanner

team

Emma Bowden

Senior Financial Planning Administrator

team

Rachel Trafford

Senior Financial Planning Administrator

team

Elina Wright

Senior Financial Planning Administrator

team

Niquita Kalsi

Trainee Financial Planner

team

Linda Corlett

Receptionist

team

April Larby

Trainee Financial Planning Administrator

team

Adam Davies

Trainee Financial Planner

team

Elliot Lloyd

Trainee Financial Planner

team

Georgia Foot

Senior Financial Planning Administrator

team

Wyka Norval

Trainee Investment Analyst

team

Charlotte Quint

Client Servicing Administrator

team

Daniel Kelly

Trainee Financial Planner

team

Sammy-Jo Kotsinis

Client Resolution Administrator

team

Debbie Uys

Financial Planning Administrator

team

Leaona Hammonds

Operations Assistant

team

Chloe Bone

Client Servicing Administrator

team

Miles Hall

Trainee Financial Planner

team

Petro Norval

Senior Financial Planner

team

Jessie Stewart

Annual Review Analyst

team

Georgi Krumov

Annual Review Analyst

team

Curtis Lane

Client Servicing Administrator

team

Natalie Lee

Client Servicing Administrator