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:
Catriona Bosworth
Senior Compliance Manager
APFS, ACIB, Cert CII (MP & ER)
Michelle Cook
Compliance Officer
Jessica Rutherford
Head of Paraplanning
Alina Khan
Deputy Head of Paraplanner
Lucy Seaton
FPC I, II, III
Paraplanner
Luke Smith
Paraplanner
Harpal Hunjan
BSc (Hons) DipFA
Paraplanner
Admin
Janine Southall
IAD, Certs CII (SMP & ER)
Administration & Review Manager
Teresa Morris
New Business Manager
Sian Parker
Administrator
Farhaan Dadoo
BA (Hons)
PA to the Managing Director
John Ellis
Administrator
Maria Piazza
Administrator
Laura Hartley
Receptionist
Natalia Singh
Administrator
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Administrator
Mita Mistry
Uche Abara
Accounts Controller
Kay Burke
System Supervisor
Brogan Morris
Marketing and Business Development
Manager
MA, BA(Hon)