Leadership team

Leadership team
Adam Roberts
Chartered Financial Planner, Partner

Leadership team
Alice Williams
HR Director

Leadership team
Ashwin Gopaul
Operations Director

Leadership team
Chris Barnes
Business Consultant & Board Adviser

Leadership team
Clement Cowley
Chartered Financial Planner, Partner

Leadership team
Dan Foley
Marketing & Communications Manager

Leadership team
Graeme Morrissey
Chartered Financial Planner, Partner

Leadership team
Henry Tucker
Compliance & Supervision Manager

Leadership team
Jenny Morton
Finance Director

Leadership team
Keith Carlson
Client Service Director

Leadership team
Lorna Mills
Academy & Operations Manager

Leadership team
Matthew Grimes
Managing Director

Leadership team
Mike Elworthy
Chartered Financial Planner, Partner

Leadership team
Rosie Sommerville
Client Service & Paraplanner Manager

Leadership team
Sanjay Assarpota
Chartered Financial Planner, Director

Leadership team
Sarah Collins
Head of Data & MI

Leadership team
Steve Chambers
Financial Planning Director

Leadership team
Stuart Skolsky
Mortgage & Protection Manager