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:
Angela Bailey
Operations Manager
Colin Reid
Financial Planning Manager
Dip PFS CertSMP (ER) CCIB PFA (PIP)
Paul Smyth
Senior Compliance Manager
BA (Hons), Dip PFS
Catriona Bosworth
APFS, ACIB, Cert CII (MP & ER)
Senior Compliance Manager
Michelle Cook
Compliance Officer
Mimi Smith
BA (Hons)
Compliance Officer
Peter Barrett
Compliance Officer
Calum Mackenzie
Executive Paraplanner to the MD
Farhaan Dadoo
BA (Hons)
PA to the Managing Director
Ceetal Katechia
Head of Paraplanning
Natalie Cooke
Traning and Development Lead/Paraplanner
BSc (Hons), PGCE, DipPFS
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
Janine Southall
IAD, Certs CII (SMP & ER)
Administration & Review Manager
Rikesh Valand
BA (Hons), MSc, Dip PFS
Client Review Team Leader
Edward Ayres
BSc (Hons)
Client Review Administrator
Teresa Morris
New Business Manager
Sian Parker
Administrator
Paige Barnes
Administrator
Casey Kavanagh
Administrator
Mary Smith
Administrator
Maria Piazza
Administrator
Laura Hartley
Receptionist
Brogan Morris
Marketing Manager
MA, BA(Hon)