Investment
Management Edition

Pensions and Retirement
Planning Edition

Financial Planning
Edition

Tax and Business
Services Edition

MEET THE
AUTHORS

Adrian Bryant

Senior Financial Planner

Tracy Clamp

Senior Tax Manager

Gregory Deer

Financial Planner

Lee Dunn

Client Director/Head of Investments

Sam Holmes

Financial Planner

Sally Marshall

Marketing Manager

James Mousley

Senior Financial Planner

Tracey Reed

Client Manager

Alison Saunders

Senior Tax Planner