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About us
Meet our team
Private Clients
Estate planning
Investment planning
Later life planning
Retirement planning
Protection planning
Tax planning
Business Services
Auto Enrolment
Business Finance Finder
Cash Management
Corporate financial planning
News & Resources
Blogs
Resources
Contact
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Meet our team
Meet our team
Delivering a friendly, professional service to you.
Megan Addle
Sales Support Team Lead
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Shelley Bartup
Paraplanner Team Lead
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Ross Baumann
Senior Financial Planning Manager
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Emma Fitzgerald
Senior Manager, Financial Services – Compliance & Operations
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Simon Fox
Consultant
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Lucy Halliday
Paraplanner
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Jane Hanks
Paraplanner
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Ben Keeley
Paraplanner
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Shannon Lownds
Sales Support
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