
David has been in the Financial Services industry since 1989 and has been providing financial advice for over 25 years with FA. During the last 30 years, he has always believed in gaining additional qualifications and accreditations to ensure he can provide the most appropriate advice to his clients. David was proud to be awarded the Later Life Adviser Accreditation by the Society of Later Life Advisers which is the recognised benchmark for advice skills for advisers specialising in older clients. He was also delighted to have achieved the SOLLA Retirement Advice Standard which provides additional confirmation that he can demonstrate his knowledge remains up to date and he can actively advice on in- and at- retirement, and offer a wide range of solutions from the market. In addition, he is a fully graduated member of the AiR Later Life Academy (Answers in Retirement).
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
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
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