News & Views

June 8, 2021

Lack of understanding about pensions still a big issue

A spate of recent surveys shows both how people have responded to pensions throughout the pandemic and their general lack… Read more

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

Independent Financial Planner

Charlotte Knight

Trainee Financial Planner

Emma Richardson

Head of Paraplanning

Andy Turner

Chartered Paraplanner

Pippa Smith

Paraplanner

Bev Wright

Facilities and Project Manager

Pat Allen

Senior Administrator

Noreen McDonald

Senior Administrator

Phil Lane

Administrator

Rachel Kuhoff

Administrator