Meet the Team

Suresh McMillan
Director, Senior Wealth Management Principal

Charles Bailey
BA (Hons) FPFS Chartered Wealth Management Director & Fellow of the PFS

Chris Beck
BA (Hons) DipPFS Cert CII(ER), Wealth Management Director

Gary Bristowe
APFS CertCII(MP & ER), Chartered Wealth Management Director


DipFA, CeMAP, Wealth Management Consultant

Jarrod Fry
Chartered Wealth Management Director

Kieran Woods
CeMAP, Chartered Wealth Management Director

Vikram Deb
DipPFS, Certs CII (MP & ER), Wealth Management Director

Alexander Caldwell
Senior Business Processing Executive

Bernadette Tunney
Senior Operations Manager

Cookie Cotcher
Company Secretary and EA to Suresh McMillan

Dan Netting
BA (Hons) DipFA, Wealth Management Consultant

Dean Coates
DipFA, CeMAP, Wealth Management Consultant

Guy Ovenden
DipFA CeMAP, Wealth Management Consultant

James Grant
Wealth Management Consultant

Joe Parker
DipPFS, Certs CII (MP & ER) Wealth Management Consultant

Lauren Wilson
DipFA, Wealth Management Consultant

Lee Smith
Senior Business Processing Executive

Martin Kyrke-Smith
BSc (Hons) APFS, Chartered Financial Planner

Martyna Gluchowicz
Senior Practice Support Executive

Niro Chandramohan
BA(Hons) DipFA CeMAP AwPETR, Wealth Management Consultant

Pamela Skilton
Client Relationship Manager

Paul Edwards
DipPFS, Certs CII (MP & ER), Wealth Management Consultant

Peter Nottingham
DipPFS, Certs CII (MP & ER), Wealth Management Consultant

Sanna Nousiainen
BA (Hons) DipFA, Wealth Management Consultant

Shaun Ramazannezhad LLB DipPFS
Wealth Management Consultant

Steve White
DipPFS, Certs CII (MP & ER), Wealth Management Consultant

Stuart Mills
DipPFS CeMAP, Wealth Management Consultant

Sumun Kanda
DipFA, CeMAP, Wealth Management Consultant

Tom Price
DipFA, CeMAP, MSc, Wealth Management Consultant

Zack Raven
DipFA, CeMAP, PETR, Wealth Management Consultant

Interested? To find out more call 01273 390561