Meet the Financial Planners
All our financial planners are highly qualified and committed to a programme of continual professional development. They have proven themselves while working with some of the most respected names in the industry – KPMG, Quilter, HBOS, Allied Dunbar, Zurich, Guardian Financial Services. Individual experience ranges from 10 to 25 years in financial services developing valuable specialist knowledge. Our commitment to remaining a comparatively small boutique will ensure you have consistent access to these key specialists over the long term.
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Matt HolbrookFinancial Planner -
Kevin KeeneyChartered Financial Planner -
Kate ManifoldFinancial Planner -
Ivan IvanovFinancial Planner -
Graham BrentonFinancial Planner -
Martin HardingFinancial Planner -
Robert GurneyFinancial Planner -
Mike SweeneyFinancial Planner
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Sam MonkFinancial Planner -
Andrew WoodChartered Financial Planner
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Carl HayesChartered Financial Planner
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James GreenChartered Financial Planner -
Ellie ArmsonFinancial Planner
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James GardnerChartered Financial Planner -
Lee WhelanAssociate Financial Planner
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Mark StewartFinancial Planner
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Andrea MartynMortgage & Protection Adviser -
Lauren BleaseAssociate Financial Planner -
Joshua MathiesonFinancial Planner -
Craig MeschedeFinancial Planner -
Gareth BleaseChartered Financial Planner
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Emma KnightsFinancial Planner -
Lukas SpyrouFinancial Planner -
Thomas BurridgeAssociate Financial Planner -
Matthew DickinsonChartered Financial Planner -
Joanne BirchAssociate Financial Planner -
Gary CampbellAssociate Financial Planner -
Mark WelshChartered Financial Planner -
Steve ProsserFinancial Planner
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Mo RathoreFinancial Planner -
Alistair WestFinancial Planner
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Edward HillFinancial Planner
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Mike ShakespeareMortgage & Protection Adviser
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Steve StockwellFinancial Planner
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Lawrence PaceyAssociate Financial Planner -
Mark HalsteadChartered Financial Planner -
Jonathan CrowtherFinancial Planner
