"Say Hello to
Independent Financial Advice"
0191 281 8811
Client Login
0191 281 8811
Client Login
Meet the Team
Colin Dickie
Non-Executive Director
Sham Yapa DipPFS
Financial Planner
Keiran Menhams
Client Servicing Executive
Joel Brown DipPFS
Client Servicing Executive
Scott Constable DipPFS
Client Servicing Executive
Kelly Abernethy
PA to Andrew Gardiner
Helen Hutton
Assistant to Chris Large
Jennie Hill
Executive Assistant to Michael Stowe
Joanna Chan
PA to Head of Financial Planning
Donald Gardner DipPFS
Adviser Support
Olivia Storey
Financial Planning Administrator
Phoebe Toone
Technical Analyst
Ashleigh Harbison
Financial Planning Executive
Rica Hipolito
Financial Planning Administrator
Paul Milburn
Investment Manager
Doug Millward FPFS
Senior Investment Analyst
Max Darer
Investment Technician
Ben Graham
Investment Administrator
Joe Anderson
Investment Analyst
Aimie Warkman
Technician
Stephanie Miller
Technician
Colin Mclachlan DipPFS
Technician
Molly Gilchrist DipPFS
Technician
Andrew McDonald DipPFS
Pensions Manager
Cheryl Rowley DipPFS
Pensions Technician
Jonathan Kidd DipPFS
Pensions Technician
Eddie Hindmarsh
Data Management
Christine Craig
Administration Team Leader
Peter Hutchinson
Pensions Administrator
Paul Kidd
Administrator
Julie Emmerson
Pensions Administrator
Rachel Leslie
Administrator
Vera Delcheva
Administrator
Anna Menhams
Administrator
Lisa Porelli
Administrator
Katie Collings
Data Technical Analyst
Jenna Saeb
Financial Planning Administrator
Ashley Falcon
Financial Planning Administrator
Matthew Rutherford
Financial Planning Administrator
Lauren Moor
Receptionist
Carol Frizzell
Receptionist
Chris Bradley Adv DipFA
Head of Compliance & Investments
Mark Johnson FPFS
Compliance Manager
Belinda McFarling
Compliance Assistant
Fiona Rogerson
Executive Assistant
Colin Little
Business Manager
Vicky Duggan
Project Manager
David Winn
Project Coordinator
Lucy Davies
Head of Marketing and Business Development
Douglas Montgomerie
Business Development Executive
Claire Pattison
Marketing Coordinator
Joshua Fisk
Marketing Assistant
Stephanie Stobbs
Marketing Coordinator
Jackie Lowes FCCA
Financial Controller
Kate Wigham
Accounts Supervisor
Laura Coates
Accounts Assistant
Steven Minnikin
Head of IT Software
Liam Tyrie
Developer
Bradley Dawson
IT Team Leader
Lewis Graham
IT Technician