Team Members
Management and Support Staff
James Bryce
CEO
David Dean
Director
Melanie Dean
Group Operations Director
Aimee Morris
Client Service Manager (Warwick)
Andrea Barnard
Client Engagement Assistant
Emily Sykes
Personal Assistant
Hannah Little
Accounts & Projects Assistant
Jess Hencher
Personal Assistant
Jordan Atkinson
Group Operations Manager
Lloyd Hammond
Trainee Paraplanner
Louise Formaggia
Client Engagement Assistant
Natasha Neal
Paraplanner
Tom Cox
Client Service Assistant
Tom Grist
Personal Assistant
Taran Sidhu
Client Service Assistant
Rachel Shrubsole
Personal Assistant
Macy Birch
Personal Assistant
Alex Attwood
Trainee Paraplanner
Blake Ellis
Paraplanner
Karl Mardell
Personal Assistant
Hannah Ingram
Client Service Administrator
Advisers
Mark Rose
Senior Financial Adviser
Steve Jevons
Senior Financial Adviser
David Webb
Senior Financial Adviser
Gary Rollison
Senior Financial Adviser
Alasdair Carroll
Mortgage & Protection Adviser
Andrew Burton
Financial Adviser
Andrew Little
Financial Adviser
Ben Pegler
Financial Adviser
Dan Barnard
Financial Adviser
David Adamson
Mortgage & Protection Adviser
Jamie Mellor
Financial Adviser
Mark Turner
Financial Adviser
Martin Pegler
Financial Adviser
Chris Deeming
Financial Adviser
Simon Battle
Financial Adviser
Sajid Khan
Financial Adviser
Richard Holland
Financial Adviser
Dan Godfrey
Mortgage Adviser
Ed Bryce
Financial Adviser
Simon Mynall-Wood
Financial Adviser