Our team of advisers and administrators carefully oversee our clients.
John Broom
Senior Manager / IFA / Director / Compliance oversight
Darren Henry
Finance Director
Andy Johnson
Investment Adviser / Drawdown Manager/ Director
Leanne Greenfield
HR Manager/ Director
Mark Johnson
IFA / Pensions Specialist / Head of Pensions Drawdown
Jeff Watson
IFA / Sales Manager
Gary Nettleingham
Investment Manager
Melanie Graves
Compliance Manager
Tommy Allen
Independent Financial Adviser
Dominic Savill
Independent Financial Adviser
Daniel Constable
Independent Financial Adviser
Leah Williams
Independent Financial Adviser
Fred Digweed
Independent Financial Adviser
Gianpaolo Parodi (GP)
Independent Financial Adviser
Stephen Smith
Mortgage Adviser
Garry Mackin
Mortgage Adviser
Stephen Jones
Mortgage Adviser
Michael Pegg
Independent Financial Adviser
Jon Hilliard
Acting Office Manager
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
Jodie Woodward
Administrator