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Meet the Team

Ian Lowes FPFS
Managing Director

Jerry Hall
Non-Executive Director

Caroline Robinson
Non-Executive Director

Neil Mclachlan
Non-Executive Director

Colin Dickie

Colin Dickie
Non-Executive Director

Barry Hopper A.C.M.A DipPFS
Commercial Director

Claire Lockey
Operations Director

Andrew Gardiner FPFS
Associate Director

Chris Large FPFS ACII APMI
Chartered Financial Planner

Chris Brown CFP^TM MCSI APFS
Chartered Financial Planner

Helen Grieves FPFS
Chartered Financial Planner

Rob Earl FPFS
Chartered Financial Planner

Josh Mayne APFS
Chartered Financial Planner

Michael Stowe DipPFS
Wealth Manager

Anne-Louise Hudson DipFA
Financial Planner

Barry O'Sullivan DipPFS, MA
Financial Planner

Debbie Ramm DipPFS
Financial Planner

Greg Skeoch DipPFS
Financial Planner

Harry Sharp DipPFS
Financial Planner

Josh Wall DipPFS
Financial Planner

Rob Quigley DipPFS
Financial Planner

Scott Constable DipPFS
Financial Planner

Vitaly Ivanov DipFA
Financial Planner

Sham Yapa DipPFS
Financial Planner

Kelly Abernethy

Kelly Abernethy
Financial Planning Coordinator

Jennie Hill

Jennie Hill
Financial Planning Coordinator

Ashleigh Harbison

Ashleigh Harbison
Financial Planning Coordinator

Joel Brown

Joel Brown DipPFS
Financial Planning Coordinator

Christine Craig

Christine Craig
Financial Planning Coordinator

Aimie Warkman

Aimie Warkman
Paraplanner

Andrew McDonald

Andrew McDonald DipPFS
Paraplanner

Cheryl Rowley

Cheryl Rowley DipPFS
Paraplanner

Colin Mclachlan

Colin Mclachlan DipPFS
Paraplanner

Jonathan Kidd

Jonathan Kidd DipPFS
Paraplanner

Molly Gilchrist

Molly Gilchrist DipPFS
Paraplanner

Phoebe Toone

Phoebe Toone
Paraplanner

Ben Watson headshot

Ben Watson DipPFS
Paraplanner

Anna Hedworth

Anna Menhams
Financial Planning Administrator

Jenna Saeb

Jenna Saeb
Financial Planning Administrator

Julie Emmerson

Julie Emmerson
Financial Planning Administrator

Lisa Porelli

Lisa Porelli
Financial Planning Administrator

Olivia Storey

Olivia Storey
Financial Planning Administrator

Paul Kidd

Paul Kidd
Financial Planning Administrator

Peter Hutchinson

Peter Hutchinson
Financial Planning Administrator

Rachel Leslie

Rachel Leslie
Financial Planning Administrator

Vera Delcheva

Vera Delcheva
Financial Planning Administrator

Rica Hipolito

Rica Hipolito
Financial Planning Administrator

Ashleigh Falcon headshot

Ashley Falcon
Financial Planning Administrator

Matthew Rutherford headshot

Matthew Rutherford
Financial Planning Administrator

Keiran Menhams

Keiran Menhams
Financial Planning Support

Helen Hutton

Helen Hutton
Assistant to Chris Large

Donald Gardner

Donald Gardner DipPFS
Adviser Support

Paul Milburn

Paul Milburn
Investment Manager

Doug Milward

Doug Millward FPFS
Senior Investment Analyst

Joe Anderson headshot

Joe Anderson
Investment Analyst

Max Darer

Max Darer
Investment Technician

Ben Graham

Ben Graham
Investment Administrator

Chris Bradley

Chris Bradley FPFS
Head of Compliance & Investments

Mark Johnson

Mark Johnson FPFS
Compliance Manager

Belinda McFarling

Belinda McFarling
Compliance Assistant

Colin Little

Colin Little
Business Manager

Vicky Duggan

Vicky Duggan
Platinum Project Manager

David Winn

David Winn
Project Coordinator

Fiona Rogerson

Fiona Rogerson
Executive Assistant to Directors

Eddie Hindmarsh

Eddie Hindmarsh
Data Management

Katie Collings

Katie Collings
Data Technical Analyst

Carol Frizzell

Carol Frizzell
Receptionist

Lauren Moor

Lauren Moor
Receptionist

Lucy Davies

Lucy Davies
Head of Marketing and Business Development

Douglas Montgomerie

Douglas Montgomerie
Business Development Executive

Claire Pattison

Claire Pattison
Marketing Coordinator

Stephanie Stobbs

Stephanie Stobbs
Marketing Coordinator

Joshua Fisk

Joshua Fisk
Marketing Assistant

Jackie Lowes

Jackie Lowes FCCA
Financial Controller

Kate Wigham

Kate Wigham
Accounts Supervisor

Laura Coates

Laura Coates
Accounts Assistant

Steven Minnikin

Steven Minnikin
Head of IT Software

Bradley Dawson

Bradley Dawson
IT Team Leader

Liam Tyrie

Liam Tyrie
Developer