Our teams


Our friendly team of experts are always on hand to help.

Our Team

Jill Jones – Director of Operations

Jill Jones

Director of Operations

Angela Leigh – Client Support Administrator

Angela Leigh

Client Support Administrator

Caroline Wilson – Senior Client Support Administrator

Caroline Wilson

Senior Client Support Administrator

Claire Ellin – Client Support Administrator

Claire Ellin

Client Support Administrator

Donna Tuohy – Client Support Team Leader within LIFT-Financial

Donna Tuohy

Client Support Team Leader within LIFT-Financial

Edward Backhouse – Trainee Financial Planner

Edward Backhouse

Trainee Financial Planner

James Potter – Trainee Financial Planner

James Potter

Trainee Financial Planner

Josh Nelson – Trainee Financial Planner

Josh Nelson

Trainee Financial Planner

Louie Butlin – Trainee Financial Planner

Louie Butlin

Trainee Financial Planner

Natalie Hayes – Client Support Administrator

Natalie Hayes

Client Support Administrator

Sophie Leyland – Client Support Team Leader

Sophie Leyland

Client Support Team Leader

Suzanne Armstrong – Senior Client Support Administrator

Suzanne Armstrong

Senior Client Support Administrator

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies