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
Catriona Bosworth
Senior Compliance Officer
APFS, ACIB, Cert CII (MP & ER)
Michelle Cook
Compliance Officer
Amy Barden
Compliance Officer
CertPFS
Paraplanning
Jessica Rutherford
Head of Paraplanning
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Alina Khan
Deputy Head of Paraplanning
Lucy Seaton
FPC I, II, III
Paraplanner
Meera Patel
BA(Hons)
Paraplanner
Luke Smith
Paraplanner
BSc (Hons)
Gaetano Micheletto
Paraplanner
Rekha Jethwa
Paraplanner
DipFA
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
Farhaan Dadoo
BA (Hons)
Technical Administrator
John Ellis
Administrator
Laura Hartley
Receptionist
Natalia Singh
Technical Administrator
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Technical Administrator
Mita Mistry
Technical Administrator
Mary Smith
Technical Administrator
Sherice Matthee
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Technical Administrator
Gwen Lloyd
Mortgage Administrator
Harinder Attwal
BA(Hons)
Technical Administrator
Michelle Lay
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