
Lloyd aims to give the highest levels of service to his clients with their various needs. He is always looking to help people with their finances and enjoys going the extra mile and seeing the difference he can make. He has recently gained his level 4 Diploma for Financial Advisers and he is aspiring to become a financial adviser in the future.
Away from the office
In his spare time, Lloyd is a keen runner and like watching the football and seeing Liverpool play!
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