Management team
John Broom
Senior Manager / IFA / Director / Compliance oversight
Mark Johnson
IFA / Pensions Specialist / Head of Pensions Drawdown
Jeff Watson
IFA / Sales Manager
Gary Nettleingham
Investment Manager
Darren Henry
Chief Financial Officer
Melanie Graves
Compliance Manager
Sally Mitchell
Office Manager
Andy Johnson
Investment Adviser / Drawdown Manager
Leanne Greenfield
HR Manager/ Customer Liaison
Adviser Department
Tommy Allen
Independent Financial Adviser
Dominic Savill
Independent Financial Adviser
Daniel Constable
Investment Adviser
Leah Williams
Independent Financial Adviser
Stephen Smith
Mortgage Adviser
Gianpaolo Parodi (GP)
Finance Adviser
Garry Mackin
Mortgage Adviser
Stephen Jones
Mortgage Adviser
Fred Digweed
Independent Financial Adviser
Michael Pegg
Financial Adviser
Admin Department
Jon Hilliard
Senior Administrator
Emma Brooks
Mortgage Administrator
Rachel Sargeant
Senior Paraplanner
Kelly Curry
Senior Paraplanner
Agnes Skapska
SSAS / SIPP Administrator / Protection Administrator
Elaine Crispin
Receptionist / Administrator
Lauren Bridge
Administrator
Emily Horner
Protection Department
Laura McBride
Paraplanner
Phil Holdstock
Compliance Administrator
Victoria Greenhill
Paraplanner
Oscar
Security
Barney Henry
Wellbeing Dog
Mieke Staley
Drawdown Administrator