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Sandra CardwellDipPFS, Cert IoDManaging Director
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Paul WarburtonChartered FCSIHead of Client Proposition
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Douglas MulundaCISA, ITIL v3 ExpertChief Operating Officer
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Richard TaylorACMA CIRMHead of Compliance & Risk
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Terrence LundinDipPFSSenior Financial Consultant
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Colin MoorePhD Chartered FCSISenior Financial Consultant & Investment Manager
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Samantha HallDipPFS CertPFS (DM)Senior Financial Consultant
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Martin BannisterDipPFS, CertPFS (DM), Certs CII (MP & ER)Senior Financial Consultant
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Simon BurrasDipPFSSenior Financial Consultant
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John ShieldsCeMap CertPFSMortgage Manager
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Emma KeoghCert CII (MP)Paraplanner
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Emily BuckleyParaplanner
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Bryan O'ConnorDip CII, Chartered MCSIInsurance Advisory Manager
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Richard CowenInsurance Advisory Consultant
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Heather RichardsonInsurance Advisory Consultant
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Denise WaltonCeMAPOperations Manager
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Dave CorlettBusiness Support & Training Manager
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Zak CallisterBusiness Analyst
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Archie MacleodBusiness Support Administrator
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Tom BrookClient Manager
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Lucy CanipaClient Manager
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Will BayleyClient Manager
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Tina BradleyClient Manager
Meet our Team
From Financial Consultants, Mortgage Advisers to Business Insurance experts. We have all this knowledge under one roof.
Meet our team to see who can help you plan for your financial goals and aspirations, or help grow your business to the next level.