Tanya Davis

Personal Assistant to CEO

Clinton Askew

CEO and Financial Planner

CEO and Financial Planner

LinkedIn

Gillian Davies

Operations Director

Operations Director

LinkedIn

James Luke

Financial Adviser

Financial Adviser

LinkedIn

Matt Burt

Paraplanner

Paraplanner

LinkedIn

David Smith

Financial Planner

Financial Planner

LinkedIn

Natalie Smith

Operations Manager

Operations Manager

Olivia Gunningham

Client Services Executive

Client Services Executive

LinkedIn

Sam Fryer

Client Services Executive

Client Services Executive

Tomos Croxon

Client Services Executive

Client Services Executive

LinkedIn

Max Sapsed

Client Services Assistant

Client Services Assistant

Abhi Kalaiventhan

Client Services Assistant

Client Services Assistant

Kim Derry

Head of Marketing

Head of Marketing

LinkedIn