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Patrick McIntosh
APFS, FRSA Chairman
An Associate of the Society of Financial Advisers with over 30 years' industry experience, Patrick offers holistic financial advice, specialising in wealth management.
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Dip PFS, Certs CII (MP&ER)
Director
Compliance Oversight
With over 17 years' experience in financial services, of which 12 have been within the independent advisory sector, Louise is qualified to Diploma level and offers holistic advice.
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Lucy D'Souza
LLB, Dip PFS, TEP, Aff SWW
IFA
As well as giving general financial advice, Lucy specialises in advising on trusts, LPAs and Wills. As a member of the Society of Trust and Estate Practitioners and the Society of Will Writers, Lucy brings an extra dimension to the services we offer.
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Nick Matthews
BSc (Hons), APFS, G60
Chartered Financial Planner
Nick is our pension specialist, and also offers holistic financial advice to clients.
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| Management Team |
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Jenna Duffett Dip PFS, Certs CII (MP&ER) Managing Director
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Angie Challis Compliance & Records Manager
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Yanna Peck
Management Accountant
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| Client Service Team |
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Kerry Burgess
Dip PFS,
Cert CII (MP)
Paraplanner
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Reeta Toora
BA (Hons),
Dip PFS
Paraplanner |
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Anne Leach
BA (Hons),
Dip PFS,
Cert CII (MP) Paraplanner
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Trevor Harvey
BA (Hons), Dip PFS
Paraplanner
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Jane Taylor
MCIPD
Senior Administrator
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Louise Miller Senior Administrator
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Cyrena Kirk Administrator
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Denise Voak
Administrator
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Investment Research Team
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Admin Team |
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Andrew Heath
BSc (Hons), IMC
Senior Fund Analyst
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Nick Matthews
BSc (Hons), APFS, G60
Fund/Researcher
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Carol Black
Office Assistant
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Kate Greenwood
Audio Typist &
Publications Coordinator
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Lynn Hawkins
Administrator
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