Meet the Directors
Please use the links below to learn more about the team.
Meet the Advisers
Please use the links below to learn more about the team.
Meet The Paraplanning Team
Please use the links below to learn more about the team.
Joanne Heaton
Chartered Paraplanner
Chloe Heapy
Paraplanner
Samantha Booth
Policy Request Administrator
Meet the Client Support Team
Please use the links below to learn more about the team.
Amy Mathews
Marketing Manager
Rosie Crabtree
Administration Manager
Leah Galvin
Senior Client Support Administrator
Ted Nixon
Client Support Administrator
Tom Frame
Client Support Administrator
Laura Whitehill
Client Support Administrator
Lee McCoy
Appointment Maker
Michelle Latham
Appointment Maker
