Meet The Team

Simon Harvey

Simon Harvey

Chartered FCSI
Andrew Cockerill

Andrew Cockerill

Chartered FCSI
John Naylor

John Naylor

BA (Hons) MSc / Chartered Wealth Manager
Stephen Willerton

Stephen Willerton

Chartered FCSI
Ed Caswell

Ed Caswell

BA (Hons) / Chartered FCSI
Luke McAfee

Luke McAfee

Chartered FCSI
Peter Brydon

Peter Brydon

APFS Chartered Financial Planner
Gregg Taffs

Gregg Taffs

APFS Chartered Financial Planner
Jo Mara

Jo Mara

DipFA PETR
Scott Kent

Scott Kent

BA (Hons) / APFS Chartered Financial Planner
Scott Newbould

Scott Newbould

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

Marcus Bull

DipPFS
Roy Osbourne

Roy Osbourne

Dip PFS
Rupinder Bhamra
Dominic Thackray

Dominic Thackray

BSc (Hons) / DipPFS
Rebecca Ryan
Andrea Wood

Andrea Wood

BSc (Hons) / ACSI