Tony Smith

Group Managing Director

Emily Murdock

Finance Manager

Lewis Chatwin

Finance Administrator

Debbie Hannigan

Operations Manager

Harry Smith

Marketing & Events Manager

Vicki Taylor

Client Servicing Team Leader

Bryony Briggs

Compliance Associate

Dan Watkiss

Independent Financial Advisor

Ellie Williams

Client Servicing Executive

Joe Pemberton

Account Executive

Matt Black

Director & Independent Financial Planner

Declan Healy

Independent Financial Adviser

Ellis Boyd Dippfs

Independent Financial Adviser

Kyle Bishop Dippfs

Independent Financial Adviser

Stuart Payne

Group Operations Consultant