MEET
THE TEAM

Isabel Adeyemo

Financial Planner

Paul Anning

Senior Tax Manager

John Bigwood

Financial Controller

Adrian Bryant

Senior Financial Planner

David Burridge

Senior Financial Planner

Paul Cardinal

Client Manager

Linda Carruthers-Straughan

Client Services Assistant

Clémence Chatelin

Financial Planner

Richard Child

Director

Tracy Clamp

Senior Tax Manager

Jan Clark

Senior Tax Planner

Polly Cockerham

Senior Tax Planner

Gregory Deer

Financial Planner

Chelsea Dennison

Financial Planner

Robert Dick

Financial Planner

Lee Dunn

Client Director/Head of Investments

Sam Fairclough

Project Manager

Anne Ferguson

HR and Compliance Administrator

Matt Fowler

Operations Director

Matt Goddard

Financial Planner

Carly Godfrey

Trainee Financial Planner

Richard Gray

Client Manager

Kevin Gregory

Non Executive Director

Sue Groves

Tax & Business Services Administrator

Kelly Harding

Financial Planning Assistant

Paul Hardinges

Client Manager

Caroline Harris

Financial Planner

Steph Heard

Financial Planning Assistant

Anne Hill

Finance Assistant

Lisa Holden

Head of Compliance

Sam Holmes

Financial Planner

Barry Horner

CEO

Jackie Hudson

Financial Planning Assistant

Charlotte Hughes

Information Technology Security Officer

Shirley Lawton

HR Manager

Caroline Leech

Client Manager

Daniel Limb

Financial Planner

John Magee

Financial Planner

Sally Marshall

Marketing Manager

Sally Matthews

Client Manager

James Mohide

Senior Tax Manager

James Mousley

Senior Financial Planner

Indira Nandha

Client Accountant

Peter Osborne

Client Director

Rohan Patel

Senior Financial Planner

George Plumley

Business Services & Tax Planner

William Pratt

Director

Tracey Reed

Client Manager

Martin Ruskin

Client Director

Alison Saunders

Senior Tax Planner

Scarlet Sealy

Compliance Officer

Sean Seccombe

Client Manager

Ruth Sturkey

Client Director

Janette Tucker

Executive Assistant

Jade Truckle

Financial Planning Assistant

Tommy Watson

Client Manager

Steve Watters

Project Manager

Caron Whitham

Financial Planner

Linda Whybrow

Project Manager

Steve Williams

Client Manager

Katie Wright

Financial Planner