Meet The Team

Simon Harvey

Simon Harvey

Chartered FCSI
Chief Executive / Investment Manager
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Andrew Cockerill

Andrew Cockerill

Chartered FCSI
Director / Investment Manager
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John Naylor

John Naylor

BA (Hons) MSc / Chartered Wealth Manager
Associate Director / Investment Manager
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Stephen Willerton

Stephen Willerton

Chartered FCSI
Associate Director / Investment Manager
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Ed Caswell

Ed Caswell

BA (Hons) / Chartered FCSI
Associate Director / Investment Manager
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Luke McAfee

Luke McAfee

Chartered FCSI
Associate / Investment Manager
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Peter Brydon

Peter Brydon

APFS Chartered Financial Planner
Associate Director
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Gregg Taffs

Gregg Taffs

APFS Chartered Financial Planner
Associate Director
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Jo Mara

Jo Mara

DipFA PETR
Financial Adviser
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Scott Kent

Scott Kent

BA (Hons) / APFS Chartered Financial Planner
Financial Adviser
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Scott Newbould

Scott Newbould

CCBI PFA / CertPFS (DM) / Chartered MCSI
Financial Adviser
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Marcus Bull

Marcus Bull

DipPFS
Financial Adviser
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Roy Osbourne

Roy Osbourne

Dip PFS
Financial Adviser
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Rupinder Bhamra

Rupinder Bhamra

DipFa
Financial Adviser
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Dominic Thackray

Dominic Thackray

BSc (Hons) / DipPFS
Financial Adviser
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Richard Bradley-Peters

Richard Bradley-Peters

Compliance Manager
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Rebecca Ryan

Rebecca Ryan

Compliance Assistant
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Andrea Wood

Andrea Wood

BSc (Hons) / ACSI
Investment Management Support
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