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Our Team

We’re a team of passionate people

Our leadership team

Jack Taylor

Jack Taylor

Director, Chartered Financial Planner
Carla Roberts

Carla Roberts

Finance Manager
Zoe Lloyd

Zoe Lloyd

General Manager
Daniel Potgieter

Daniel Potgieter

Director
Richard Challis

Richard Challis

Director

Our advisers

Jason Lloyd-Jones

Jason Lloyd-Jones

Chartered Financial Planner
Howard Morris

Howard Morris

Chartered Financial Planner
John Brown

John Brown

Chartered Financial Planner
Matthew Wood

Matthew Wood

Chartered Financial Planner
Oliver Nichols

Oliver Nichols

Chartered Financial Planner
Chris Ault

Chris Ault

Financial Planner
Daniel Gilligan

Daniel Gilligan

Financial Planner
David Mills

David Mills

Financial Planner
Michael Rowson

Michael Rowson

Financial Planner
Rhys Chaloner

Rhys Chaloner

Financial Planner

Our support team

Anne Fitzpatrick

Anne Fitzpatrick

Client Relations Manager
Annette Poole

Annette Poole

Client Relations Manager
Emily Reynolds

Emily Reynolds

Client Relations Manager
Helen Wright

Helen Wright

Client Relations Manager
Matt Sargent

Matt Sargent

Client Relations Manager
Michelle Nutkins

Michelle Nutkins

Client Relations Manager
Rachel Endean

Rachel Endean

Client Relations Manager
Suzanne Larkin

Suzanne Larkin

Client Relations Manager
Will Ayton

Will Ayton

Client Relations Manager
Ian Daltrey

Ian Daltrey

Technical Services Manager
Jessica Billington

Jessica Billington

Paraplanner
Lewis Sixsmith

Lewis Sixsmith

Paraplanner
Mark Ditchfield

Mark Ditchfield

Paraplanner
Dion Bithell

Dion Bithell

Trainee Paraplanner
Carmen Bews

Carmen Bews

Compliance Manager
Rachel Dixon

Rachel Dixon

Compliance Officer
Ella Walkowski

Ella Walkowski

Wrap Implementation Manager
Sam Kelly

Sam Kelly

WRAP Administrator
Debbie Simcox

Debbie Simcox

Senior Client Support Analyst
Jackson Edwards

Jackson Edwards

Client Support Analyst
Jacob Toolan

Jacob Toolan

Client Support Analyst
Katie Larkin

Katie Larkin

Client Support Analyst
Lisa Morter

Lisa Morter

Client Support Analyst
Rose Miller

Rose Miller

Client Support Analyst
Rebecca Hodnett

Rebecca Hodnett

Receptionist and Client Support Analyst

Financial Services tailored for you

Please use the form on the right to book a call with one of our advisers to discuss your needs.

Any initial discussion is at our cost.

1. What services are you interested in?

Select as many as apply.

2. What are your contact details?

3. How did you hear about us?

After filling in this form you will be taken to a page where you can book a consultation directly, otherwise our team will be in touch.
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Our advisers have been contacted and will be in touch shortly.
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