Suresh McMillan
Director, Senior Wealth Management Principal
Jarrod Fry
Chartered Wealth Management Director
Chris Beck
BA (Hons) DipPFS Cert CII(ER), Wealth Management Director
Vikram Deb
DipPFS, Certs CII (MP & ER), Wealth Management Director
Charles Bailey
BA (Hons) FPFS Chartered Wealth Management Director & Fellow of the PFS
Gary Bristowe
APFS CertCII(MP & ER), Chartered Wealth Management Director
Callum Healey
Wealth Management Consultant
Dan Netting
BA (Hons) DipFA, Wealth Management Consultant
Dean Coates
DipFA, CeMAP, Wealth Management Consultant
Guy Ovenden
DipFA CeMAP, Wealth Management Consultant
Joe Parker
DipPFS, Certs CII (MP & ER) Wealth Management Consultant
Kieran Woods
CeMAP, Senior Wealth Management Consultant
Lauren Wilson
DipFA, Wealth Management Consultant
Niro Chandramohan
BA(Hons) DipFA CeMAP AwPETR, Senior Wealth Management Consultant
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
Sumun Kanda
DipFA, CeMAP, Wealth Management Consultant
Tom Price
DipFA, CeMAP, MSc, Wealth Management Consultant
William Foster
DipPFS | Cert CII (MP), Financial Planner
Zack Raven
DipFA, CeMAP, PETR, Wealth Management Consultant
Lee Smith
Practice Manager
Bernadette Tunney
Senior Operations Manager
Cookie Cotcher
Company Secretary and EA to Suresh McMillan
Alexander Caldwell
Senior Business Processing Executive
Pamela Skilton
Client Relationship Manager
Martyna Gluchowicz
Senior Practice Support Executive
Charlie Lambert
Business Processing Executive
Lily Holland
PA to Vikram Deb & Chris Beck
Liam Firth
Business Processing Executive
Alexander Goode
Business Processing Executive
Heather Moorhouse
Business Processing Executive