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