Senior Leadership Team MARTIN WARD MANAGING DIRECTOR DipPFS READ MORE PAUL WALKER OPERATIONS DIRECTOR READ MORE GEMMA RANDLE BUSINESS DEVELOPMENT DIRECTOR READ MORE JOHN SMITH HEAD OF PARAPLANNING & CLIENT REVIEW READ MORE CHARLOTTE TRUEMAN HEAD OF FINANCIAL ADMINISTRATION READ MORE CARL HOBBINS FINANCIAL ADVISER CeMAP, DipFA READ MORE STEVE TAMPLIN FINANCE DIRECTOR READ MORE Our Advisers ALAN WOOLFORD FINANCIAL ADVISER DipFA READ MORE ASHLEY REEVES FINANCIAL ADVISER BA (Hons), DipFA READ MORE EMILY WALKER MORTGAGE & PROTECTION ADVISER READ MORE GARETH STUBBS FINANCIAL ADVISER DipPFS, BSc Econ READ MORE HARRIET HORWITCH-SMITH FINANCIAL ADVISER BSc (Hons), PCIAM, DipPFS READ MORE HELEN WILSON FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST CeMAP, DipFA, PETR READ MORE IAN CLEGHORN FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST BSc (Hons), FPFS, CeRER READ MORE KAREN HAGAN FINANCIAL ADVISER & PENSION TRANSFER SPECIALIST DipPFS, Certs CII (MP & ER) READ MORE MARCO CUNSOLO FINANCIAL ADVISER DipPFS READ MORE MARK TIMMINS Financial Adviser DipPFS, Certs CII (MP & ER) READ MORE MATT ROGERS FINANCIAL ADVISER DipPFS READ MORE NIC WHITTAKER FINANCIAL ADVISER BA Hons, DipPFS READ MORE NICK HEPBURN FINANCIAL ADVISER DipFA, CeMAP READ MORE ROBIN PLACE FINANCIAL ADVISER DipFA, CeLTCI, MLIBF READ MORE SUSIE LEEK MORTGAGE & PROTECTION ADVISER CeMAP READ MORE Research Team CHARLOTTE HOLMES PARAPLANNER READ MORE JOSHUA CLAMP CLIENT REVIEW EXECUTIVE READ MORE KEVIN HOLDER SENIOR CLIENT REVIEW EXECUTIVE READ MORE LINDSEY BRANDON PROCESS COORDINATOR & SENIOR PARAPLANNER READ MORE MARIYA SADIKOT PARAPLANNER READ MORE MARK BANKS SENIOR PARAPLANNER READ MORE OLIVIA ARNOLD PARAPLANNER READ MORE Administration Support BECKY DYCHE CLIENT LIAISON EXECUTIVE READ MORE FIONA WARD FINANCIAL ADMINISTRATION SUPPORT READ MORE HARRY SWIFT SENIOR FINANCIAL ADMINISTRATOR READ MORE LAUREN HOLLIDAY MORTGAGE & PROTECTION ADMINISTRATOR READ MORE LISA ARNOLD FINANCE ADMINISTRATOR READ MORE LORRAINE HARGREAVES FINANCIAL ADMINISTRATOR READ MORE LOUISE LAKIN CLIENT LIAISON EXECUTIVE READ MORE SARA COLE ADMINISTRATION SUPPORT READ MORE The latest news Understanding Mortgages: What First-Time Buyers Need to Know 22 April 25 5 Ways to Protect Your Family’s Financial Security 4 April 25 The Five Big Financial Mistakes Made By Couples 27 March 25 MORE FROM OUR BLOG
