Cathi Harrison FPFS, CFP ®️

Chief Executive Officer

Amy Alderson

Business Operations Lead

Jo Campbell

Chief Operations Officer

Natalie Bell

Chief Engagement Officer

Kim Binks

Client Relationship Director

inactive user

Client Consultant

Jas Nattrass

Events and Partnerships Lead

Graham Stoves

Mid-level Web Developer

Laura Pearson

Design Lead

Cheryl Lunn

Product Manager

Stacey Brocklebank

Product Designer

Naomi Graham

Communications Lead

Maddie Delboy

Compliance Manager

Alasdair Wilson

Investment Specialist

Cert Cii Peter Rhoden Dippfs (MP)

Paraplanning Manager

Becky Cowen

Graduate Paraplanner

Ellie Lockington Dippfs

Paraplanner

Frances Robinson Dippfs

File Reviewer

Grant Callaghan

Financial Planning Specialist

Jade Lai

Paraplanner

Cert Cii Katherine Hall Dip Pfs (MP)

Senior Paraplanner