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Cathi Harrison FPFS, CFP ®️
Chief Executive Officer
Cathi Harrison FPFS, CFP ®️
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Amy Alderson
Executive Assistant to Chief Executive Officer
Christian Markwick Dip PFS
Head of Adviser Support
Jo Campbell
Chief Operations Officer
Natalie Bell
Chief Engagement Officer
Paul Sylvester-Evans
Head of Training
Angus Murray
Junior Web Developer
Graham Stoves
Junior Web Developer
Mohsin Ali
Full-stack Developer
Ollie Reeves
Head of Development
Naomi Graham
Communications Lead
Maddie Delboy
Compliance Manager
Cert Cii Peter Rhoden Dippfs (MP)
Paraplanning Manager
Emma Napier
Non Executive Director
Laura Pearson
Digital Designer
