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Our people

It’s not all about qualifications and experience but that’s a good base to start from. Whoever you work with you’ll find a dedicated professional keen to apply their knowledge to help you live the life you want to live.

All team members

Select a team member from the list below or find an adviser by selecting a service.

Dawn Bassett

General Insurance Manager

Jane Brand

Financial Planner Partner

Mike Buckley

Chartered Financial Planner Partner

Neil Budden

Chartered Financial Planner

Bruce Bulgin

Chartered Financial Planner Partner

Jonathan Clark

Mortgage Planner Partner

Simon Collis

Mortgage Planner

Richard Cox

Chartered Financial Planner Partner

Neil Davidson

Chartered Financial Planner Partner

Steve Fleming

Chartered Financial Planner Partner

Nick Gilliam

New Build Partner Partner

Martin Green

Financial Planner

Martyn Griggs

Joint Managing Partner

Marcus Griggs

Protection Planner

Carl Hayward

Mortgage & Protection Planner

Mortgage Team Manager – Administration

Financial Planner

Andy Jefford

Financial Planner Partner

Chartered Financial Planner

Paul Lewington

Chartered Financial Planner

Luan Mahoney

Head of Operations Partner

Bill Mairs

Mortgage Planner

Stephen McGill

Chartered Financial Planner

Brian McLean

Chartered Financial Planner Partner

Bruce McPherson

Financial Planner Partner

Eddie Moloney

Mortgage Planner

Ian Perren

Financial Planner Partner

Andy Pickering

Mortgage Planner Partner

Andy Poulter

Financial Planner Partner

Ken Prior

Mortgage Planner Partner

Tina Maraiova

Financial Planning Team Manager

Business Resources and HR Manager

Mark Robertson

Mortgage Planner Partner

Neil Stratford

Chartered Financial Planner Partner

David Thomas

Joint Managing Partner

Chris Thompson

Financial Planner Partner

Charlotte Walker

Deputy Paraplanning Manager

Russell Warman

Financial Planner Partner