Meet The Team

Guy Kelland

Chartered Financial Planner / Managing Director

Paul Edwards

Head of Operations

Chris Bull

Chartered Financial Planner / Head of Business Development

Matt Dawson

Independent Financial Planner

Ken McNab

Chartered Financial Planner / Director

Loretta Mooney

Chartered Financial Planner

Alan Rushton

Independent Financial Planner

David Wightman

Independent Financial Planner

David Garrett

Independent Financial Planner

Andy Bradford

Independent Financial Planner

Ian Boasman

Chartered Financial Planner

Eddy Chow

Mortgage & Protection Adviser

Joshua Hewitt

Chartered Financial Planner

Jennifer Skehan

Chartered Financial Planner

Charlotte Knight

Chartered Financial Planner

Emma Richardson

Head of Paraplanning

Andy Turner

Chartered Paraplanner

Pippa Smith

Chartered Paraplanner

Phil Lane

Paraplanner

Bev Wright

Admin & Office Manager

Rachel Kuhoff

Administrator

Kelvia Carvalho

Mortgage and Protection Administrator

Beeta Ghodosi

Administrator

Joe Whittle

Administrator

Alex Pavlou

Administrator