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

Sarah Collins

Head of Data & MI

Leadership team

Steve Chambers

Financial Planning Director

Leadership team

Stuart Skolsky

Mortgage & Protection Manager

Leadership team

Theo Mauger

Head of Data and MI