
Since joining the industry in 2013, Aimee has gained a great deal of knowledge and experience within her role. Aimee enjoys assisting others in achieving their goals and objectives and aims to provide a service to all clients that she would expect to receive from a service provider.
Tom Grist
Personal Assistant
Tom Cox
Client Service Assistant
Peter Thomas
Group Engagement Manager
Natasha Neal
Paraplanner
Mike Collyer
Financial Adviser
Melanie Dean
Group Operations Director
Mark Turner
Financial Adviser
Mark Rose
Senior Financial Adviser
Louise Formaggia
Client Engagement Assistant
Lloyd Hammond
Trainee Paraplanner
Jordan Atkinson
Group Operations Manager
Jess Hencher
Personal Assistant
Jamie Mellor
Financial Adviser
Hannah Little
Accounts & Projects Assistant
Gary Rollison
Senior Financial Adviser
Emily Sykes
Personal Assistant
Eddy Chaudhry
Financial Adviser
David Adamson
Mortgage & Protection Adviser
David Webb
Senior Financial Adviser
David Dean
Director
Dan Barnard
Financial Adviser
Carol Day
Group HR & Projects Director
Ben Pegler
Financial Adviser
Andrew Little
Financial Adviser
Andrea Barnard
Client Engagement Assistant
Aimee Morris
Client Service Manager (Warwick)
James Bryce
CEO
Alasdair Carroll
Mortgage & Protection Adviser
Taran Sidhu
Client Service Assistant
Steve Jevons
Senior Financial Adviser
Andrew Burton
Financial Adviser
Martin Pegler
Financial Adviser
Chris Deeming
Financial Adviser
Simon Battle
Financial Adviser
Sajid Khan
Financial Adviser
Rachel Shrubsole
Personal Assistant
Richard Holland
Financial Adviser
Macy Birch
Personal Assistant
Alex Attwood
Trainee Paraplanner
Daryl Melia
Client Services Administrator
Blake Ellis
Paraplanner