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
Jarrod Fry
DipFA CeFAP AwPETR, Wealth Management Director
Abbie Sanders
Practise Manager
Bernadette Tunney
Operations Manager
Cookie Cotcher
Company Secretary and EA to Suresh McMillan
Dan Netting
BA (Hons) DipFA, Wealth Management Consultant
Danielle V Barnes
Paraplanner
David Felton
Operations Manager
Gary Bristowe
APFS CertCII(MP), Chartered Financial Planner
Guy Ovenden
DipFA CeMAP, Wealth Management Consultant
Kieran Woods
DipFA CeMAP, Wealth Management Consultant
Lauren Wilson
DipFA, Wealth Management Consultant
Martin Kyrke-Smith
BSc (Hons) APFS, Chartered Financial Planner
Martyna Gluchowicz
Practice Support Executive
Matthew Woodcock
DipFA CeMAP, Wealth Management Consultant
Niro Chandramohan
BA(Hons) DipFA CeMAP AwPETR, Wealth Management Consultant
Paul Edwards
Wealth Management Consultant
Peter Nottingham
DipPFS, Certs CII (MP & ER), Wealth Management Consultant
Sanna Nousiainen
BA (Hons) DipFA, Wealth Management Consultant
Stuart Mills
DipPFS CeMAP, Wealth Management Consultant
Sumun Kanda
DipFA, CeMAP, Wealth Management Consultant
Vikram Deb
DipPFS, Certs CII (MP & ER), Wealth Management Consultant
Zack Raven
Wealth Management Consultant