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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
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

Daniel Wootton
DipPFS
Paraplanner

Paige Barnes
Mortgage Paraplanner
Admin

Teresa Morris
New Business Manager

Sian Parker
Administrator

John Ellis
Administrator

Laura Hartley
Receptionist
Accounts

Brogan Morris
Marketing Manager
MA, BA(Hon)
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