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

Veryl Joe
Financial Adviser

Jon Melvill
Financial Adviser

Kyle Page
Chartered Financial Planner

Jerry Williamson
Financial Planner

Ken Simmons
Mortgage Adviser
Technical Support

Gareth Johnson
Senior Paraplanner

Toby Mortimer
Paraplanner

Forhad Hussein
Junior Paraplanner

William Goring-Jones
Junior Paraplanner

Kaila Evans-Peters
Junior Paraplanner

Jack Manders
Junior Investment Analyst

Karina Zickute
Graduate Trainee Adviser
Administration Team

Helen Finch
Head of Administration

Laura Hewitt
Administrator

Chloe Barton
Administrator

Mya Evans-Peters
Administrator

Lisa Chamberlain
Administrator

Angela Gazeley
Administrator

Xenovia Gyara
Administrator

Sarah Quiggin
Accounts Assistant