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Specialist Wealth Managers, offering independent Investment Management & Expert Witness Solutions for vulnerable and disabled individuals in England & Wales.

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Richard Fraser
Chief Executive Officer

Richard Fraser

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Elaine Cullen-Grant
Chief Financial Officer
Mark Holt
Managaing Director
Lucy Bullough
Director of Investment Solutions
Iain Cherry
Group Director of Business Development
Zoe Tandy
Client Experience Manager
Carly Hough
Client Relationship Team Manager
Lee Palmer
Financial Services Manager
Jim Kimber
Financial Services Team Manager
Alec Chan
Personal Injury Trusts Manager
Lauren Walsh
Welfare Benefits Manager
Stephanie Webster
Head Of Group Marketing
Peter Taylor
Chief Technology Officer (freeman Clarke)
Tracey Atkinson
Director Of HR
Paul Scrutton
Head Of Business Development
Alice Mitchell
Executive Assistant
Reiss Johnson
Business Professional