Who we are
Click on the names below to find out more about members of our team.
Directors | |
Managing Director | |
Director | |
Director | |
Finance Director | |
Advisers | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Independent Financial Adviser | |
Administration | |
Financial Controller | |
Accounts Manager | |
Team Leader and Sales Support to Richard Phillips, Yvonne Bavin and Davy Worsfold | |
Team Leader, Personal Assistant and Sales Support to Eric George, Ben Moram and Paul Balding | |
Team Leader, Personal Assistant and Sales Support to Ross Savage, Greg Watt and Daniel Clarke | |
Sales Support Administrator | |
Sales Support Administrator | |
Sales Support Administrator | |
Sales Support Administrator | |
Sales Support Administrator | |
Personal Assistant to Richard Phillips | |
Receptionist | |
Compliance & Administration: | |
Compliance Liaison | |
-
daily quote:
“ Sound advice is a beacon, good teaching is a light, moral discipline a life-path. (The book of Proverbs) ”