Our teams


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

Our Team

Donna Tuohy – Client Support Team Leader

Donna Tuohy

Client Support Team Leader

Charles Singlehurst – Trainee Financial Planner (LIFT-Academy)

Charles Singlehurst

Trainee Financial Planner (LIFT-Academy)

Edward Backhouse – Chartered Financial Planner

Edward Backhouse

Chartered Financial Planner

James Potter – Chartered Financial Planner

James Potter

Chartered Financial Planner

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Louie Butlin – Chartered Financial Planner

Louie Butlin

Chartered Financial Planner

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