Who we are
Click on the names below to find out more about each member of our team
Directors: | |
Managing Director | |
Managing Director | |
Director | |
Director, Operations | |
Director, Residential and Commercial Finance | |
Director, Financial Planning | |
Director, Individual Pensions | |
Director, Business Accounts | |
Director, Employee Benefits | |
Independent Financial Advisers | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Financial Consultant | |
Technical | |
Investment Director | |
Assistant Investment Manager | |
Assistant Investment Manager | |
Technical Library Manager/Report Writer | |
Technical Consultant | |
Technical Consultant | |
Technical Consultant | |
Technical Consultant | |
Senior Paraplanner | |
Compliance: | |
Compliance Manager | |
Compliance Officer | |
Administration: | |
Client Services and Systems Manager | |
Systems Manager | |
PA Manager | |
Mortgage Team Manager | |
Group Benefits Administrator | |
PA | |
PA | |
Administrator | |
PA | |
Mortgage Administrator | |
PA/Paraplanner | |
PA | |
PA | |
Receptionist | |
PA | |
PA | |
New business administrator | |
PA | |
PA | |
PA | |
New Business Administrator | |
PA | |
PA | |
New Business Administrator | |
Administrator | |
Accounts: | |
Financial Controller | |
Financial Controller | |
Accountant | |
Finance/HR | |
Fee and Commissions Manager | |