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