Meet the Team

Led by Chartered Financial Advisers – supported by a team of market analysts, researchers, investment managers and technical administrators.

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Chris Davies
Chris Davies
Chartered Financial Adviser / Investment Director
Phil Johnson
Phil Johnson
Financial Adviser / Pensions Director
Kevin Jones
Kevin Jones
Financial Adviser
Robin Burden
Robin Burden
Chartered Financial Planner
Sam Hyde
Sam Hyde
Trainee Financial Adviser
Liam Connor
Liam Connor
Operations Manager
Tanya Richards
Tanya Richards
Paraplanner Manager
Gareth Evans
Gareth Evans
Paraplanner
Samuel Dennis
Samuel Dennis
Paraplanner
Claire Jarrett
Claire Jarrett
Client Services Administrator
Andy Miller
Andy Miller
Client Services Administrator
Mandy Armstrong
Mandy Armstrong
Finance Administrator / IT Manager
Belinda Beynon
Belinda Beynon
Administrator, Receptionist
Debbie Lewis
Debbie Lewis
Administrator, Receptionist