Meet the Team
Please use the links below to learn more about the team.
Tom Smith
Director
Mathew Timms
Director
Pete
Business Development Director
Ben
Operations Director
Ady Suter
Adviser
Philip Hancox
Adviser
Jo Patterson-Gow
Adviser
Karen Lees-Nicholson
Adviser
Rebecca
Trainee Financial Adviser
Lindsay Hugo
Mortgage Adviser
Cathie
Administration Team Manager
Sharon
Client Liaison Assistant
Sarah
Paraplanner
Sarah
Trainee Paraplanner
Katie
Senior Client Executive
Alana
Client Executive
Maureen
Client Executive
Sarah
Administrator
