Meet the team

 

Alex Atkinson


Senior Financial Planning Analyst

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Nick Crabbe


Director

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Imelda de Bruin


Technical Manager

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Gill Davies


Finance Administrator

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Kate Brown


Client Relationship Manager

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Matthew Dilworth


Financial Planning Support

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Michelle Charlesworth


Finance Manager

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Jess Dodds


Marketing Manager

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Paul Everett


Managing Director

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Caroline Frost


Client Relationship Manager

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Simon Fitton


Director

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Robert Hudson


Director

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Karl Lavery


Director

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Tom Malach


Financial Planning Analyst

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Gareth Millard


Financial Planning Analyst

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Lorraine Kingham-Moston


Account Executive

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Jenny Myers


Client Relationship Manager

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Pippa Oldfield


Financial Planning Analyst

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Susan Richardson


Compliance Manager

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Mark Roe


Financial Planning Analyst

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Jon Slater


Director

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Gail Woodhouse


Client Relationship Manager

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