Jefferson Fawcett
APFS, Certs CII
Chartered Financial Planner
Giles Wellington
FPFS, Certs CII (DM)
Chartered Financial Planner
Kevin Forbes
FPFS Chartered MCSI
Chartered Financial Planner
Chartered Wealth Manager
Allan Cruse
FPFS Chartered MCSI
Chartered Financial Planner
Chartered Wealth Manager
Show More
PRINCIPALS
ADVISERS
Chris Bibb
ACII, FPFS, Certs CII (MP&ER)
Chartered Financial Planner
Jordan Cruse
Trainee Independent Financial Adviser
Jack Fawcett
Trainee Independent Financial Adviser
Mike Green
APFS, Certs CII (MP & ER)
Chartered Financial Planner
Jon Hickson
FPFS, ALIBF, CertPFS (DM & Securities), CertCII (MP & ER)
Chartered Financial Planner
Michael King
FPFS
Chartered Financial Planner
Holly O'Donnell
CII (MAQ) Independent Mortgage Adviser
James Oliver
DipFA, Cert MP & ER
Independent Financial Adviser
Jonty Parfitt
Trainee Independent Financial Adviser & Office Support to James Oliver
Pete Richinson
DipPFS, CertPFS (DM & Securities)
Independent Financial Adviser
Paul Roberts
DipPFS, CertPFS (DM & Securities), CertCII (FS)
Independent Financial Adviser
Dean Robertson
Dip PFS,Cert CII (MP & ER)
Independent Financial Adviser
Rob Silk
DipPFS, CertPFS (DM & Securities), CertCII (ER & FS), CertSMP - Independent Financial Adviser
Jeff Steninger
DipFA, AIPW
Independent Financial Adviser
Abigail Stidworthy
APFS, DipFA
Chartered Financial Planner
Vanessa Taylor
DipFA
Independent Financial Adviser
Russell Tonks
FPFS
Chartered Financial Planner
Scott Turnbull
DipPFS, CertPFS (DM), Certs CII (SMP & ER)
Independent Financial Adviser
Martin Waistell
DipPFS Certs PFS(DM)
Independent Financial Adviser
Lucinda Warren
CeMAP BSc (Hons)
Independent Mortgage Adviser
Show More
PARAPLANNING TEAM
Natasha O’Neill
APFS, CertPFS (DM), CertCII (FS & MP)
Head Paraplanner
Rachael Martin
Paraplanner
Show More
HEAD OFFICE TEAM
Dean Rush
Operations Manager
Joanna Robertson
Office Manager
Annie Aston
Accounts & Compliance Manager
Lindsay Arnold
Administration Assistant
Show More
CURRENT UNIVERSITY PLACEMENTS
Harry Shivas
BA (Hons) Finance & Economics Student
Tanzim Naim
Masters Student in International Finance & Economics
Katie Brown
BA (Hons) Business Studies
Show More