Rebecca Carvell

Client Manager

Lyndsey O'Hagan

Assistant To Head Of Culture

Grace Burgin Dippfs

Financial Planner

Amanda Jackson

Technology Manager

Nick Champ Apfs Imc

Financial Planning

Carly Rushton

Financial Director

Graeme Black

Investment Analyst

Andy Baker

Partner and Chartered Financial Planner

Matt Gumbley

Data Engineer

Tim Latham

Financial Planner

Matt Dobson

Head of Client Manager Operations

Steven McNicholas FPFS FCSI

Client Manager

Ben Rogers

Chartered Financial Planner

Ben Harrison

Chartered Financial Planner

Helena Hanson

Business Intelligence Analyst

Marc Harrison

Power Platform Developer

Jack Williams APFS

Client Manager

Sarah Warburton

Head of Culture

Colin Lawson

Founder & Managing Partner

Debbie Jukes

Partner

Paul Farrugia

Partner & Chartered Financial Planner

Aleesha Shah

Client Manager

Kelly Eyton-Jones Assoc Cipd

Culture Assistant

Reece Ashby

Client Manager

Lucy Woolrich

Head of Talent

Nilesh Patel

Associate Financial Planner

Jonathan Brusell APFS

Associate Financial Planner

Jason Lowe

Partner & Financial Planner

Ryan Macdonald

Client Manager

Andy Houghton FPFS

Senior Best Practice Associate

Rosie Seery DipPFS

Client Manager

Harry Topping

Portfolio Manager

Simon Edward Lister

Client Manager

Sarah Hammond

Head of Best Practice

Thomas Filby - dipPFS

Client Manager

Jacob Lambert

Client Manager

Catherine Dooley

Team Leader

Toby Ellington

Operations Director