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Alex Williams

Deputy SSAS Team Leader

Tel: 0116 2407267

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Alice Morris

Investment Accounts Executive

Tel: 0116 2407081

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Aman Hulait

Investment Accounts Executive

Tel: 0116 2406971

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Ami Dewick

Pension Manager's Assistant

Tel: 0116 2407090

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Amrit Singh

Investment Accounts Executive

Tel: 0116 2406984

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Amy Wood

SIPP Accounts Executive

Tel: 0116 2407097

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Anees Makda

Trainee Investment Manager

Tel: 0116 2406977

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Blake Beardsley

Business Owner & Head of Operations

Tel: 0116 2407079

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Carole Waghorne

Business Owner & Chartered Financial Planner

Tel: 0116 2407093

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Chris Ball

Business Owner & Chartered Financial Planner

Tel: 0116 2407087

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Chris Ward

Associate & Pensions Manager

Tel: 0116 2407092

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Claire Potter

Receptionist/Secretarial Support

Tel: 0116 2407072

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Diana Sander

Trainee SSAS Accounts Executive

Tel: 0116 2407075

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Emma Raine

Trainee Financial Planner

Tel: 0116 2407263

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Gavin O’Neill

Business Owner & Chartered Financial Planner

Tel: 0116 2407076

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Holly Royal

SIPP Accounts Executive

Tel: 0116 2407095

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Jay Crocker

Graduate Trainee Accounts Executive

Tel: 0116 2407063

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Joan Higginson

Life & Pensions Accounts Executive

Tel: 0116 2407085

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John Allen

Business Owner & Chartered Financial Planner

Tel: 0116 2407070

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Jon Richards

SSAS Account Executive

Tel: 0116 2407089

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Julie Herbert

Receptionist/Secretarial Support

Tel: 0116 2407070

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Kate Fish

Deputy SSAS Team Leader

Tel: 0116 2407269

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Katherine Riley

Investment Accounts Executive

Tel: 0116 2407066

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Larisa Skists

Trainee Investment Accounts Executive

Tel: 0116 2406975

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Laura Mitchell

SSAS Accounts Executive

Tel: 0116 2407091

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Linda Smukste

SIPP Accounts Executive

Tel: 0116 2407096

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Louise Hoare

SSAS Accounts Executive

Tel: 0116 2406981

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Lucy White

Investment Administrator

Tel: 0116 2407265

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Lucy Young

Accounts Administrator

Tel: 0116 2407261

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Magdalena Dyczkowska

Trainee SIPP Accounts Executive

Tel: 0116 2406985

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Michael Hall

Investment Accounts Executive

Tel: 0116 2407074

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Nancey Brakes

Office Manager's Assistant

Tel: 0116 2406978

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Nicola Askins

Receptionist/Secretarial Support

Tel: 0116 2407071

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Nikhil Bhakta

Investment Accounts Executive

Tel: 0116 2407268

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Nina Ljuna-Dobby

Investment Accounts Executive

Tel: 0116 2407078

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Richard Borrington

Business Owner & Financial Planner

Tel: 0116 2406988

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Sam Wain

SIPP Accounts Executive

Tel: 0116 2407099

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Sarah Makosch

Deputy SIPP Team Leader

Tel: 0116 2407094

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Scott Collins

SIPP Accounts Executive

Tel: 0116 2406973

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Siân Kent

Chartered Financial Planner

Tel: 0116 2407065

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Simon Watts

Associate & Senior Investment Manager

Tel: 0116 2406983

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Simon Woodhead

Chartered Financial Planner

Tel: 0116 2407266

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Sophie Mcintyre

Head of Paraplanning & Research

Tel: 0116 2407260

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Stephen White

Life & Pensions Account Executive

Tel: 0116 2407086

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Tilly-Mae King

SIPP Accounts Executive

Tel: 0116 2407067

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Toby Maxted

Investment Accounts Executive

Tel: 0116 240 7083

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Tom Haynes

Accounts & Payroll Officer

Tel: 0116 2406972

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