Meet the Team

Andrew Gardiner
Associate Director

Gershom Chan
Head of Financial Planning

Robert Newton
Financial Consultant

John Walton
Financial Consultant

Craig Moffat
Financial Consultant

Andrea Leask
Financial Consultant

Jennifer Morris
Financial Consultant

Chris Large
Financial Consultant

Chris Milsom
Financial Consultant

Adam Mclachlan
Financial Consultant

Michael Stowe
Wealth Manager

Nina Hughes
Financial Planner

Helen Grieves
Financial Planner

Rob Quigley
Financial Planner

Chris Brown
Financial Planner

Alex Molyneux
Financial Planner
Board Members

Client Servicing

Consultant Support

Investments

Technical

Pensions

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Marketing & Reception

Accounting

Information Technology
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