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Toby Maxted

Investment Accounts Executive

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Katherine Riley

Investment Accounts Executive

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Jay Crocker

Graduate Trainee Accounts Executive

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Larisa Skists

Trainee Investment Accounts Executive

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Emma Raine

Trainee Financial Planner

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Sam Wain

SIPP Accounts Executive

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Michael Hall

Investment Accounts Executive

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Julie Herbert

Receptionist/Secretarial Support

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Lucy Young

Accounts Administrator

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Aman Hulait

Investment Accounts Executive

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Diana Sander

Trainee SSAS Accounts Executive

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Holly Royal

SIPP Accounts Executive

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Anees Makda

Trainee Investment Manager

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Matthew Gardiner

SSAS Accounts Executive

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Katie Lunn

HR Assistant

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Matthew Estevez

SIPP Accounts Executive

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Louise Hoare

SSAS Accounts Executive

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Tom Goodman

Financial Planner

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Magdalena Dyczkowska

Trainee SIPP Accounts Executive

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Amrit Singh

Investment Accounts Executive

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Lucy White

Investment Administrator

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Patricia Holland

Investment Team Leader

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Nancey Brakes

Office Manager's Assistant

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Sam Hubbert

Financial Planner

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Scott Collins

SIPP Accounts Executive

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Tom Haynes

Accounts & Payroll Officer

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Aliya Shkukani

Compliance Assistant

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Stephen White

Life & Pensions Account Executive

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Prabhdeep Gill

Investment Manager

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Kate Fish

Deputy SSAS Team Leader

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Claire Potter

Receptionist/Secretarial Support

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Linda Smukste

SIPP Accounts Executive

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Siân Kent

Chartered Financial Planner

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Tilly-Mae King

SIPP Accounts Executive

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Andrew Hodges

Compliance Manager

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Joan Higginson

Life & Pensions Accounts Executive

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Jon Richards

SSAS Account Executive

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Laura Mitchell

SSAS Accounts Executive

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Alison Wheatley

SSAS Accounts Executive

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Alex Williams

Deputy SSAS Team Leader

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Ami Dewick

Pension Manager's Assistant

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Sarah McMullan

SSAS Team Leader

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Sarah Makosch

Deputy SIPP Team Leader

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Bina Agheda

Trainee Paraplanner

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Amy Wood

SIPP Accounts Executive

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Maria Ranger-Holt

SIPP Team Leader

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Chris Ward

Associate & Pensions Manager

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Nikhil Bhakta

Investment Accounts Executive

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Alice Morris

Investment Accounts Executive

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Nina Ljuna-Dobby

Investment Accounts Executive

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Arti Mistry

Trainee Paraplanner

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Blake Beardsley

Business Owner & Head of Operations

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Duncan Pickering

Investment Manager

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Simon Watts

Associate & Senior Investment Manager

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John Allen

Business Owner & Chartered Financial Planner

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Sophie Mcintyre

Head of Paraplanning & Research

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Simon Woodhead

Chartered Financial Planner

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Lucy Barwell

Trainee Accountant

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Hema Mistry

Financial Controller

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Nicola Askins

Receptionist/Secretarial Support

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Louise Hazelman

Office Manager

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Caroline Athey

HR Manager

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Chris Ball

Business Owner & Chartered Financial Planner

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Richard Borrington

Business Owner & Financial Planner

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Carole Waghorne

Business Owner & Chartered Financial Planner

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Gavin O’Neill

Business Owner & Chartered Financial Planner

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