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
Craig McQueen
Financial Planning Manager
Catriona Bosworth
Senior Compliance Officer
APFS, ACIB, Cert CII (MP & ER)
Mirjam Smith
Compliance Officer
Amy Barden
Compliance Officer
CertPFS
BA(Hons)
Michelle Cook
Compliance Officer
Martin Andrews
Investment Specialist
Chartered FCSI
Paraplanning
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Alina Khan
Head of Paraplanning
BSc(Hons)
Jessica Rutherford
Deputy Head of Paraplanning
Lucy Seaton
FPC I, II, III
Paraplanner
Meera Patel
BA(Hons)
Paraplanner
Rekha Jethwa
Paraplanner
DipFA
Luke Smith
Paraplanner
BSc (Hons)
Gaetano Micheletto
Paraplanner
Uwais Patel
Trainee Paraplanner
MSci , DipFA
Trainee Paraplanner
Mary Smith
Client Servicing
Janine Southall
IAD, Certs CII (SMP & ER)
Head of Client Servicing
Teresa Morris
New Business Manager
Sian Parker
Administrator
Maria Piazza
Technical Administrator
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Technical Administrator
Mita Mistry
Technical Administrator
Sherice Matthee
Farhaan Dadoo
BA (Hons)
Technical Administrator
Laura Hartley
Receptionist
John Ellis
Administrator
Natalia Singh
Technical Administrator
Administrator/Receptionist
Emma Reeves
Senior Technical Administrator
Ryan Cowley
Mortgage Administrator
Harinder Attwal
BA(Hons)
Technical Administrator
Michelle Lay
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Technical Administrator
Gwen Lloyd
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Michaela Andrejcikova
Head of Finance
BA (Hons)
Kay Burke
System Supervisor
Eve Barnes
Business Analyst
MEng