Meet The Team
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Advisers    
 



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.
 



Louise Walker                                                  
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.
       
 



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.
 

  


Nick Matthews
BSc (Hons), APFS, G60
Chartered Financial Planner
Nick is our pension specialist, and also offers holistic financial advice to clients.
 
Management Team  
Jenna Duffett Dip PFS, Certs CII (MP&ER) Managing Director

Angie Challis Compliance & Records Manager

  Yanna Peck
Management Accountant


           
Client Service Team  
Kerry Burgess
Dip PFS, 
Cert CII (MP)
Paraplanner
Reeta Toora
BA (Hons),
Dip PFS
Paraplanner
 
 
           
   

Anne Leach    
BA (Hons), 
Dip PFS, 
Cert CII (MP)
Paraplanner


 

Trevor Harvey
BA (Hons),      Dip PFS 
Paraplanner


 
           
 

Jane Taylor
MCIPD

Senior Administrator



  Louise Miller Senior Administrator

   

           
Cyrena Kirk Administrator




Denise Voak
Administrator


 

   

 

Investment Research Team

Admin Team  
       
   
Andrew Heath
BSc (Hons), IMC
Senior Fund Analyst
Nick Matthews
BSc (Hons), APFS, G60
Fund/Researcher
     
Carol Black
Office Assistant
Kate Greenwood
Audio Typist &
Publications Coordinator
Lynn Hawkins
Administrator
 

     
       

 

     

       
 

 

Economic Update - January 2012
27 January 2012
 
Investment Bulletin - January 2012
25 January 2012
 
The effects of the Euro summit on KMG
12 December 2011
 
November Economic Update 2011
30 November 2011
 
Debt versus equity
25 November 2011
 


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