| Advisers |
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Patrick McIntosh
APFS FRSA Chairman
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Louise Walker Dip PFS, Certs CII (MP&ER) Managing Director Compliance Oversight
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Mike Walker
Cert PFS, Certs CII (MP&ER) Aff SWW IFA
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| Management Team |
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Jenna Duffett Dip PFS, Certs CII (MP&ER) Associate
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Angie Challis Compliance & Records manager |
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| Client Service Team |
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Kerry Burgess
Dip PFS, Certs CII (MP)
Paraplanner
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Reeta Toora
BA (Hons) Paraplanner |
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Lucy D'Souza
LLB, Dip PFS, TEP, Aff SWW
Technician
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Simon Roughsedge Paraplanner |
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Anne Leach BA (Hons), Dip PFS, Cert CII (MP)Paraplanner |
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Trevor Harvey
BA (Hons) Paraplanner |
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Jane Taylor
MCIPD
Administrator
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Louise Miller Administrator
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Katie Macey Employee Benefits Administrator
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Cyrena Kirk Administrator
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