Meet our ever expanding team of talented and dedicated advisers, technical assistants and support staff – we’re here to help you make better financial decisions.
Executive Team
Financial Team
Jon Melvill
Financial Adviser
Veryl Joe
Financial Adviser
Jerry Williamson
Financial Planner
Ken Simmons
Mortgage Adviser
Technical Support
Kyle Page
Paraplanner
Adeola Akinjomo
Junior Paraplanner
Toby Mortimer
Junior Paraplanner
Jack Manders
Junior Investment Analyst
Karina Zickute
Graduate Trainee Adviser
Forhad Hussein
Junior Paraplanner
William Goring-Jones
Junior Paraplanner
Administration Team
Helen Finch
Head of Administration
Kaila Evans-Peters
Administrator
Laura Hewitt
Administrator
Chloe Barton
Administrator
Angela Gazeley
Administrator
Wendy Donnelly
Administrator
Sarah Quiggin
Accounts Assistant