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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:
Management
Compliance
Diretor Support
Paraplanning
Rachel Connell
Paraplanner
Ceetal Katechia
Head of Paraplanning
Victoria O'Shea
CertPFS
Paraplanner/PA
Prentice Jones
Paraplanner
Lucy Seaton
FPC I, II, III
Paraplanner
Harpal Hunjan
BSc (Hons) DipFA
Paraplanner
Client Review Team
Rikesh Valand
BA (Hons), MSc, Dip PFS
Client Review Team Leader
Daniel Wootton
DipPFS
Paraplanner
Admin
Mary Smith
Administrator
Paige Barnes
Mortgage Paraplanner
Teresa Morris
New Business Manager
Sian Parker
Administrator
Casey Kavanagh
Administrator
Maria Piazza
Administrator
John Ellis
Administrator
Accounts
Brogan Morris
Marketing Manager
MA, BA(Hon)
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