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

Jonny Stubbs – Head of Technical Support

Jonny Stubbs

Head of Technical Support

Charles Butler – Trainee Technical Support Analyst

Charles Butler

Trainee Technical Support Analyst

Charlla Razi – Trainee Technical Support Analyst

Charlla Razi

Trainee Technical Support Analyst

Dan Cockayne – Technical Consultant

Dan Cockayne

Technical Consultant

Lucy Harding – Technical Support Administrator

Lucy Harding

Technical Support Administrator

Max Hamblett – Trainee Technical Support Analyst

Max Hamblett

Trainee Technical Support Analyst

Natalie Hayes – Technical Support Administrator

Natalie Hayes

Technical Support Administrator

Rachel Watson – Technical Support Administration Team Leader

Rachel Watson

Technical Support Administration Team Leader

Sarah Chard – Technical Support Analyst

Sarah Chard

Technical Support Analyst

Tarryn Gorman – Technical Support Analyst

Tarryn Gorman

Technical Support Analyst

Tom Brown – Technical Consultant

Tom Brown

Technical Consultant

William Nevill – Technical Consultant

William Nevill

Technical Consultant

Anthony Kiantos – Technical Consultant

Anthony Kiantos

Technical Consultant

Chloe McNamara – Technical Support Administrator

Chloe McNamara

Technical Support Administrator

Lorraine Cregg – Technical Support Analyst

Lorraine Cregg

Technical Support Analyst

Conor Kane – Technical Support Administrator

Conor Kane

Technical Support Administrator

Work With Us

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