Aleesha Shah
Client Manager and Team Leader
Andrew Hirst
Partner and Chartered Financial Planner
Andy Baker
Partner and Chartered Financial Planner
Ben Harrison
Chartered Financial Planner
Ben Rogers
Chartered Financial Planner
Carly Rushton
Finance Director
Catherine Dooley
Transformation Team Leader
Colin Lawson
Managing Partner
David McKendrick
Partner and Chartered Financial Planner
Debbie Jukes
Partner and Head of Client Care
Diana Majko
Client Manager and Team Leader
Emma Mutch
Receptionist
Grace Burgin
Financial Planner
Harry Topping
Portfolio Manager
Jason Lowe
Partner and Financial Planner
Laura Molloy
Client Manager and Team Leader
Laura Robinson
Head of Marketing Operations
Lucy Woolrich
Head of Organisational Development
Matt Dobson
Head of Client Manager Operations
Mike Deverell
Partner and Investment Manager
Nathan Lingham
Investment Analyst
Neal Foundly
Portfolio Manager
Paul Farrugia
Partner and Chartered Financial Planner
Rachel Griffiths
Marketing Strategist
Ryan MacDonald
Client Manager and Team Leader
Sam Patterson
Head of Delivery
Sarah Hammond
Head of Best Practice
Sarah Warburton
Head of Culture
Tim Latham
Chartered Financial Planner
Toby Ellington
Head of Operations
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