Directors
Please use the links below to learn more about the team.
Hayley Burton
Managing Director
Financial Advisers
Please use the links below to learn more about the team.
Paul Padden
Adviser Development Manager
Finance
Please use the links below to learn more about the team.
Clare Matthews
Financial Controller
Marketing
Please use the links below to learn more about the team.
Amy Watson
Marketing Strategy Manager
Jack Partington
Business Development Executive
Olivia Beighton
Marketing Executive
Paraplanners
Please use the links below to learn more about the team.
Sian Sharpe
Technical Consultant
Sharon Maingay
Paraplanner
Bilal Farooq
Paraplanner
Lucy Coates
Paraplanner
Lucas Turner
Paraplanner
Client Support
Please use the links below to learn more about the team.
Clare Davison
Operations Manager
Jody Robinson
Senior Client Support Specialist
Diane Walker
Senior Client Support Specialist
Paula Perry
Senior Client Support Specialist
Jill Bond
Client Support Specialist
Charlie Clowes
Client Support Specialist
Lauren Wigley
Client Support Specialist
Lisa Bartlett
Client Support Specialist
Ella Bennett
Client Support Specialist
Ellis Hamson
Client Support Specialist
Julie Mills
Client Support Specialist
Laura Platt
Client Support Specialist
Jake Renshaw
Client Support Trainee
Luke Claxton
Client Support Trainee
