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Meet the Team
Colin Dickie
Non-Executive Director
Vitaly Ivanov DipFA
Financial Planner
Keiran Menhams
Client Servicing Executive
Lisa Porelli
Administrator
Joel Brown
Client Servicing Executive
Scott Constable
Client Servicing Executive
Paul Brook
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
Olivia Storey
Financial Planning Administrator
Phoebe Toone
Technical Analyst
Doug Millward APFS
Investment Manager
Paul Milburn
Senior Investment Analyst
Alex Dempster
Investment Analyst
Max Darer
Investment Technician
Ben Graham
Investment Administrator
Aimie Warkman
Technician
Stephanie Miller
Technician
Colin Mclachlan DipPFS
Technician
Molly Gilchrist
Technician
Andrew McDonald DipPFS
Pensions Manager
Cheryl Rowley DipPFS
Pensions Technician
Jonathan Kidd
Pensions Technician
Colin Little
Business Manager
Vicky Duggan
Project Manager
Eddie Hindmarsh
Data Management and IT Support
Christine Craig
Administration Team Leader
Peter Hutchinson
Pensions Administrator
Paul Kidd
Administrator
Julie Emmerson
Pensions Administrator
Rachel Leslie
Administrator
David Winn
Administrator
Vera Delcheva
Administrator
Anna Hedworth
Administrator
Lauren Moor
Receptionist
Carol Frizzell
Receptionist
Chris Bradley Adv DipFA
Head of Compliance & Investments
Mark Johnson FPFS
Compliance Manager
Belinda McFarling
Compliance Assistant
Donald Gardner DipPFS
Compliance Assistant
Claire Lockey
Operational Change Manager
Fiona Rogerson
Executive Assistant
Adele Baillie
Head of Business Enhancement
Lucy Davies
Marketing Manager
Douglas Montgomerie
Business Development Executive
Claire Pattison
Marketing Executive
Joshua Fisk
Marketing Assistant
Jackie Lowes FCCA
Financial Controller
Kate Wigham
Accounts Supervisor
Laura Coates
Accounts Assistant
Setsuko Bell
Accounts Clerk
Steven Minnikin
IT Manager
Bradley Dawson
IT Team Leader
Liam Tyrie
Developer
Katie Collings
Data Technician
Lewis Graham
IT Technician