It’s all about the people...


Our business is about expertise and service, so to be successful we need great people.

And that's what we have. Our Financial Planners and Consultants don't work alone. They're part of a team which includes Technical Consultants, Client Support Administrators and Technical Analysts. This approach means our clients have access to a wide pool of expertise and first class client service - and our Advice team can focus on what they do best. Like to join us?

The Board

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Our Team

Amanda Deaville – Finance Executive

Amanda Deaville

Finance Executive

Andy Kirke – I.T. Manager

Andy Kirke

I.T. Manager

Chloe Hartshorn – Marketing Assistant

Chloe Hartshorn

Marketing Assistant

Colette Noble – Head of Business Change

Colette Noble

Head of Business Change

Jason-Peter Hill – Investment Administrator

Jason-Peter Hill

Investment Administrator

Jennifer Turpin – Compliance Administrator

Jennifer Turpin

Compliance Administrator

Liam Grimshaw – IT Support Apprentice

Liam Grimshaw

IT Support Apprentice

Nicola Kane – HR & Facilities Executive

Nicola Kane

HR & Facilities Executive

Sarah Hammond – Head of Risk Management

Sarah Hammond

Head of Risk Management

Steven McNicholas – Investment Team Leader

Steven McNicholas

Investment Team Leader

Work With Us

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