Our teams


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

Our Team

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Abigail Jones – Client Support Associate

Abigail Jones

Client Support Associate

Angela Leigh – Senior Client Support Associate

Angela Leigh

Senior Client Support Associate

Jacob Davies – Trainee Financial Planner (LIFT-Academy)

Jacob Davies

Trainee Financial Planner (LIFT-Academy)

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