Our team is our greatest asset, dedicated to delivering the highest quality professional financial advice. Learn more about each of our colleagues by clicking the buttons below:
Peter Barrett
Compliance Officer
Ceetal Katechia
Head of Paraplanning
Victoria O'Shea
CertPFS
Paraplanner/PA
Karen Pierce
BSc (Hons), CeMAP
Mortgages Paraplanner
Prentice Jones
Paraplanner
Lucy Seaton
FPC I, II, III
Paraplanner
Harpal Hunjan
BSc (Hons) DipFA
Paraplanner
Rikesh Valand
BA (Hons), MSc, Dip PFS
Client Review Team Leader
Daniel Wootton
DipPFS
Paraplanner
Mary Smith
Administrator
Teresa Morris
New Business Manager
Sian Parker
Administrator
Paige Barnes
Administrator
Casey Kavanagh
Administrator
Maria Piazza
Administrator
John Ellis
Administrator
Laura Hartley
Receptionist
Brogan Morris
Marketing Manager
MA, BA(Hon)