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Our people are very important to us, they are here to make certain we provide you with the best possible professional financial advice. You can find out more about each of our colleagues using the buttons below:

Management
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Mark McReynolds

 Director

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Angela Bailey

Operations Manager

Compliance
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Colin Reid

Financial Planning Manager 

Dip PFS CertSMP (ER) CCIB PFA (PIP)

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Paul Smyth

Senior Compliance Manager

BA (Hons), Dip PFS

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Catriona Bosworth

APFS, ACIB, Cert CII (MP & ER)

Senior Compliance Manager

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Michelle Cook

Compliance Officer

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Mimi Smith

More About Mimi

BA (Hons)

Compliance Officer

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Peter Barrett

More About Peter

Compliance Officer

Diretor Support
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Calum Mackenzie

Executive Paraplanner to the MD

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Farhaan Dadoo

BA (Hons)

PA to the Managing Director

Paraplanning
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Ceetal Katechia

More About Ceetal

Head of Paraplanning

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Natalie Cooke

More About Natalie

Traning and Development Lead/Paraplanner

BSc (Hons), PGCE, DipPFS

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Victoria O'Shea

More About Victoria

CertPFS

Paraplanner/PA

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Karen Pierce

More About Karen

BSc (Hons), CeMAP

Mortgages Paraplanner

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Alina Khan

More About Alina

BSc (Hons)

Paraplanner

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Prentice Jones

More About Prentice

Paraplanner

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Lucy Seaton

More About Lucy

FPC I, II, III

Paraplanner

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Harpal Hunjan

More About Harpal

BSc (Hons) DipFA

Paraplanner

Client Review Team
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Janine Southall

More About Janine

IAD, Certs CII (SMP & ER)

Administration & Review Manager

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Rikesh Valand

More About Rikesh

BA (Hons), MSc, Dip PFS

Client Review Team Leader

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Daniel Wootton

More About Daniel

DipPFS

Client Review Administrator

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Edward Ayres

More About Edward

BSc (Hons)

Client Review Administrator

Admin
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Teresa Morris

More About Teresa

New Business Manager

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Sian Parker

More About Sian

 Administrator

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Paige Barnes

More About Paige

 Administrator

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Casey Kavanagh

More About Casey

 Administrator

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Mary Smith

More About Mary

 Administrator

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Maria Piazza

More About Maria

 Administrator

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John Ellis

More About John

 Administrator

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Laura Hartley

More About Laura

Receptionist

Accounts
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Uche Abara

More About Uche

Accounts Controller

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Brogan Morris

More About Brogan

Marketing Manager

MA, BA(Hon)

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