Isabel Shirt Assoc Cipd

Head Of Human Resources

Matthew Hunt

Partner

Connor Dawson

Senior Client Services Manager

Julia Young

Investment Manager

Roger Ballard

Investment Manager

Anne McClean

Partner - Head of Wealth

Jonathan Fennell

Private Client Partner

Nicola Horner

Senior Wealth Planner

Marcus Evans

Head of Operations (Interim)

James Harvey-Gajda

Paraplanner