Directors
-
Mike Cooke
Managing Director -
Matt Baker
Director -
Paull Hazell
Director & Head of Compliance
Financial Advisers
-
Caron Kehoe
Independent Financial Adviser -
Suraj Bharambe
Independent Financial Adviser
Wealth Team
-
Chantel Jeffery
Paraplanner -
Julie Cowell
Senior Pensions & Investments Administrator -
Erin Matthews
Senior Pensions & Investments Administrator -
Sue Commercial
Client Liason Administrator -
Angela Lattimore
Client Liaison Administrator
Mortgage team
-
Rebecca Izod
Senior Mortgage & Protection Adviser -
Ellen Stone
Senior Mortgage & Protection Adviser -
Catherine Tillbrook
Mortgage & Protection Administrator
Compliance
-
Paull Hazell
Director & Head of Compliance -
Marc Holland
Compliance Manager
Accounts
-
Annette Mitchell
Accounts -
Jane Peck
Accounts Assistant