Our
Team

Adrian Bryant

Senior Financial Planner

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Alison Saunders

Senior Tax Planner

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Anne Ferguson

Anne Ferguson

HR & Compliance Administrator

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Anne Hill

Finance Assistant

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Barry Horner

CEO

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Carly Godfrey

Trainee Financial Planner

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Caroline Harris

Financial Planner

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Caroline Leech

Client Manager

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Caron Whitham

Financial Planner

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Charlotte Hughes

Information Technology Security Officer

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Chelsea Dennison

Financial Planner

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Clémence Chatelin

Financial Planner

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Daniel Limb

Financial Planner

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David Burridge

Senior Financial Planner

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George Plumley

Business Services & Tax Planner

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Gregory Deer

Financial Planner

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Hayley Burston

Hayley Burston

Financial Planning/Executive Assistant

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Isabel Adeyemo

Financial Planner

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Jackie Hudson

Financial Planning Assistant

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Jade Truckle

Financial Planning Assistant

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James Mohide

Senior Tax Manager

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James Mousley 1

James Mousley

Senior Financial Planner

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Jan Clark

Senior Tax Planner

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Janette Tucker

Executive Assistant

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John Bigwood

Financial Controller

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John Magee

Financial Planner

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Katie Wright

Financial Planner

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Kelly Harding 1

Kelly Harding

Financial Planning Assistant

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Kevin Gregory

Non Executive Director

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Lee Dunn

Client Director/Head of Investments

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Linda Carruthers Straughan 1

Linda Carruthers-Straughan

Client Services Assistant

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Linda Whybrow

Project Manager

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Lisa Holden

Head of Compliance

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Martin Ruskin

Client Director

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Matt Fowler

Operations Director

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Matt Goddard

Financial Planner

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Mia Smith

Mia Smith

Graduate Financial Planner

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Paul Cardinal

Client Manager

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Paul Hardinges

Client Manager

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Peter Osborne

Client Director

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Polly Cockerham

Senior Tax Planner

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Richard Child

Non Executive Director

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Richard Gray

Richard Gray

Client Manager

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Robert Dick

Financial Planner

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Rohan Patel 1

Rohan Patel

Senior Financial Planner

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Ruth Sturkey

Client Director

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Sally Matthews

Client Manager

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Sally Palmer

Marketing Manager

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Sam Holmes

Financial Planner

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Scarlet Sealy

Compliance Officer

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Sean Seccombe

Client Manager

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Shirley Lawton

HR Manager

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Steph Heard

Financial Planning Assistant

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Steve Watters

Project Manager

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Sue Groves

Tax & Business Services Administrator

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Tommy Watson

Client Manager

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Tracey Reed

Client Manager

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Tracy Clamp

Senior Tax Manager

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William Pratt

Director

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Speak to a member of our financial planning
team today on Bristol 01275 370 670
or London 020 7269 7960.

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