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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 company partners

Jane Brand

Financial Planner Partner

Mike Buckley

Chartered Financial Planner Partner

Bruce Bulgin

Chartered Financial Planner Partner

Jonathan Clark

Mortgage Planner Partner

Richard Cox

Chartered Financial Planner Partner

Neil Davidson

Chartered Financial Planner Partner

Steve Fleming

Chartered Financial Planner Partner

Nick Gilliam

New Build Partner Partner

Martyn Griggs

Joint Managing Partner

Andy Jefford

Financial Planner Partner

Luan Mahoney

Head of Operations Partner

Brian McLean

Chartered Financial Planner Partner

Bruce McPherson

Financial Planner Partner

Ian Perren

Financial Planner Partner

Andy Pickering

Mortgage Planner Partner

Andy Poulter

Financial Planner Partner

Ken Prior

Mortgage Planner Partner

Mark Robertson

Mortgage Planner Partner

Neil Stratford

Chartered Financial Planner Partner

David Thomas

Joint Managing Partner

Chris Thompson

Financial Planner Partner

Anne Wardle

Chartered Financial Planner Partner

Russell Warman

Financial Planner Partner