Leadership team

Adam Roberts

Chartered Financial Planner, Partner

Leadership team

Ashwin Gopaul

Operations Director

Leadership team

Chris Barnes

People and Organisational Development Director

Leadership team

Clement Cowley

Chartered Financial Planner, Partner

Leadership team

Dan Foley

Marketing and 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 and 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 and Protection Manager