
Alasdair’s goal with all of his existing clients and the new people they kindly recommend him to, is to provide the best possible level of service and advice that he can. It may take more than a couple of visits to really find out everything, and to give advice and recommendations on the whole spectrum of services that are offered by FA. Over the years, Alasdair would like to think that most of his clients are his friends and happy to play golf, have a beer or simply pop in for a cup of tea with him.
Tom Grist
Personal Assistant
Tom Cox
Client Service Assistant
Peter Thomas
Group Engagement Manager
Natasha Neal
Paraplanner
Melanie Dean
Group Operations Director
Mark Turner
Financial Adviser
Mark Rose
Senior Financial Adviser
Louise Formaggia
Client Engagement Assistant
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
David Adamson
Mortgage & Protection Adviser
David Webb
Senior Financial Adviser
David Dean
Director
Dan Barnard
Financial Adviser
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
Blake Ellis
Paraplanner
Dan Godfrey
Mortgage Adviser
Ed Bryce
Financial Adviser
Karl Mardell
Personal Assistant
Hannah Ingram
Client Service Administrator
Simon Mynall-Wood
Financial Adviser
Lloyd Hammond
Paraplanner