Billy Pryce

Investment Research Associate Analyst

Rachel Burrows

Marketing Director

Meg Griffiths

Internal Communications Specialist

Bethany Shearwood-Johnson

Corporate Team Manager

Vanessa E.

Corporate Administrator

Daniel Bradshaw

Trainee Financial Planning Technician

Jack Morris

Finance Operations Executive

Gurdeep Sangha Fpfs

Chartered Financial Planner

James Lucas

Group Financial Controller

Joanne Taylor Pg Dip Pd Chartered McIpd

HR Manager

Rejish Varghese

Head Of Data & BI

Khalid Rehman Beng Fcii Fpfs

Head Of Advice Support

Simone Thompson

Customer And Employee Experience Manager

Deborah Nunney

Client Engagement Executive

Gareth Rees Smith

Independent Financial Adviser

Sue West

IFA Development Specialist

Tom Freeman

Senior Corporate Technical Lead

Molly Facer

People Resourcing and Development Manager

Ian Shearman

T & C Competency Executive

Clive Strange FPFS

Chartered Financial Planner

Samuel Ogunsola

M365 & Power Platform Developer

Kirsty Harding

Client Services Executive

Jamie Chilton

Associate Adviser

Charlie Evans-Stacey

Platform Relationship Manager

Christie Clark

People Operations Administrator

Melissa Jeanes

Head of Integration

David Searle

PR and Communications Manager

Blessy Sarah Gabriel

Business Intelligence Analyst

Matthew Sidaway DipPFS

Paraplanning Manager

Chris Thompson

Service Desk Lead

Andy Chater MIFS

Senior Consultant

Izzy Parker

IFA Administrative Assistant

Rob Humphreys Chartered FCSI

Portfolio Manager

Jenna H.

Executive IFA Administrator

Claire Spillane

Acquisitions Manager

Alina Pripon

Business Change Associate

Jo Halford

Paraplanning Manager

Prithpal Saimbi APFS

Senior Advice Technician

Timothy Davis

Trainee Advice Technician

Susan Hateley

Contact Center Manager

Annie Pagan

Client Engagement Executive

Sarah Raybould

Workplace Pensions Executive

Andrew Davies

Facilities and Office Manager

Stuart McDarby

Independent Senior Financial Consultant

Mark Tulloch DipPFS

Operations Manager

Abigail Williams

Junior Portfolio Manager

Jess Williams-Smith

Paraplanning Administration

jared whitehouse

Group Compliance Director

Sophie Lewis

Information Technology Support Engineer

Sam Lockie

Associate Adviser