MEET
THE TEAM

Isabel Adeyemo

Financial Planner (Graduate)

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

Receptionist

Clémence Chatelin

Financial Planner (Graduate)

Anne Child

Administrator

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 (Graduate)

Robert Dick

Trainee Financial Planner

Lee Dunn

Client Director/Head of Investments

Sam Fairclough

Administrative Operations Manager

Anne Ferguson

Administrator

Matt Fowler

Operations Director

Matt Goddard

Financial Planner

Carly Godfrey

Trainee Financial Planner

Kevin Gregory

Non Executive Director

Sue Groves

Tax & Business Services Administrator

Kelly Harding

Financial Planning Assistant

Paul Hardinges

Client Manager

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

Chartered Financial Planner

Daniel Limb

Financial Planner

John Magee

Financial Planner

Sally Marshall

Marketing Manager

Sally Matthews

Client Relationship Manager

James Mohide

Senior Tax Manager

James Mousley

Senior Financial Planner

Indira Nandha

Client Accountant

Peter Osborne

Client Director

Rohan Patel

Chartered Financial Planner

Mandy Pitman

Financial Planning Assistant

George Plumley

Business Services & Tax Planner

William Pratt

Director

Tracey Reed

Client Relationship Manager

Martin Ruskin

Head of Business Development

Alison Saunders

Senior Tax Planner

Scarlet Sealy

Compliance Officer

Sean Seccombe

Client Manager

Justine Stannard

Financial Planning Assistant

Ruth Sturkey

Client Director

Janette Tucker

Executive Assistant

Tommy Watson

Client Relationship Manager

Steve Watters

IT Consultant

Caron Whitham

Financial Planner

Linda Whybrow

Project Manager

Steve Williams

Senior Financial Planner

Katie Wright

Financial Planner