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

Ken Simmons
Mortgage Adviser
Technical Support

Linda Burton
Paraplanner

Rachel Britton
Paraplanner

Sam Rafferty
Paraplanner
Administration Team

Helen Finch
Senior Administrator

Laura Hewitt
Administrator

Kelsey Roach
Administrator

Charlotte Atkins
Administrator

Chloe Barton
Administrator

Lucy Cassidy
Administrator

Oliver Shaw
Operations Assistant