Our People
Senior Management
Philip Martin
Chief Executive Officer
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Stewart Williams
Executive Chairman
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Mike Gummerson
Director
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Rhiannon Vallis
Wealth Director
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Vanessa Scott
Business & Strategy Director
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Catherine Terry
Executive Assistant
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Katie Jeffery
Chief Financial Officer
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Becky Kingstone
Client Services Manager
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Jackie Kimble
Client Services Manager
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Advisers
Abigail Lally
Mortgage and Protection Planner
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Cheryl Kellock
Financial Planner
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Conor Patton
Chartered Financial Planner
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Darren Butler
Financial Planner
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Deborah Wilson
Financial Planner
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Gavin Rampton
Financial Planner
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Jack Byrne
Financial Planner
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Jack Gilder
Financial Planner
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John Barden
Mortgage and Protection Planner
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Josh Webb
Financial Planner
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Liam Webb
Financial Planner
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Lois Furlong
Financial Planner
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Matt Heath
Chartered Financial Planner
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Mike Anthony
Financial Planner
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Mike Kelly
Financial Planner
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Mike Shiner
Financial Planner
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Nick Armstrong
Chartered Financial Planner
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Paul Williams
Financial Planner
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Peter Betteridge
Financial Planner
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Rachael Eastment
Financial Planner
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Richard Rochester
Financial Planner
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Simon Beesley
Mortgage and Protection Planner
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Stuart Trowbridge
Financial Planner
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Client Support
Abbie Shepherd
Administrator
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Alex Stephenson
Paraplanner
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Anaya SACHDEV
Administrator
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Beccy STEPHENSON
Paraplanner
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Cheryl Mills
Administrator
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Ellie Mosley
Administrator
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Hannah Parvin
Administrator
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Jake Baker
Administrator
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Katie Robbins
Paraplanner
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Katie Trayhorn
Administrator
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Kim Byars
Administrator
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Laura Giles
Paraplanner
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Martin Brown
Paraplanner
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Rebecca Green
Administrator
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Rhea Clarke
Administrator
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Ryan Cracknell
Paraplanner
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Saffra Beardwood
Paraplanner
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SANDRA TROTT
Administrator
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Sarah Avital
Administrator
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Sarah Butler
Administrator
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Sian Savage
Paraplanner
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