Leadership team

Leadership team
Adam Roberts
Chartered Financial Planner, Partner

Leadership team
Alice Williams
HR Director

Leadership team
Ashwin Gopaul
Operations Director

Leadership team
Carlene Belfrage
Executive Assistant to Partners & The Board of Directors

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
Jenny Morton
Finance Director

Leadership team
Keith Carlson
Client Service Director

Leadership team
Krisma Patel
Senior Financial Planning & Analysis Manager

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
Steve Chambers
Financial Planning Director

Leadership team
Stuart Skolsky
Adviser Development Manager

Leadership team
Theo Mauger
Head of Data and MI