Meet the team
Passion, loyalty, reliability, trust, transparency
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John Stevenson
Managing Director & Independent Financial Adviser
George Chantry
Indpendent Financial Adviser & Director
Paul Stones
Independent Financial Adviser & Director
Stuart Carswell
Independent Financial Adviser & Director
Andrew Lloyd-Owen
Independent Financial Adviser
Mike Smith FPFS
Chartered Financial Planner
Alex Cummings
Chartered Financial Planner
Marcus Pilkington
Chartered Financial Planner
Mark Galligan
Chartered Financial Planner
Dafydd Parry
Independent Financial Adviser
Matthew Lynch
Independent Financial Adviser
James Hogg
Independent Financial Adviser
Philip May
Independent Financial Adviser
Anthony Bruchez
Independent Financial Adviser
Alex Savage
Independent Financial Adviser
Stuart Craig
Chartered Financial Planner
Alex Binnington
Independent Financial Adviser
Andrea Jackson
Administrator
Joanne Walsh
Executive PA to John Stevenson
Phoebe Locke
Administrator
Jaisal Parmar
Administrator
Danny Fairclough
Portfolio Administrator
Caroline Singh-Bhaker
Paraplanner
Ania Szylar-Czerniawska
Risk and Compliance Analyst
Darren Hardy-Dearness
Compliance Director
Andy O’Nions
Administrator
Sara Peers-Kelly
Administrator
Suzanne Graham
Administrator
Alan Makinson
Employee Benefits Consultant
Gill Worthington
Administrator
Charlie Fletcher
Receptionist & Admin Assistant
Derek Ward
Senior Paraplanner
Royston Quick
Paraplanner
Amelia Skarratt
Portfolio Administrator
Chris Hesketh
Portfolio Administrator
Chris Bell
Administrator
Lauren McHenry
Paraplanner
Dawn Berry
Administrator
Laura Taylor
Administrator
Karen Joy
Administrator & Team Leader
Emma Collins
Employee Benefits Administrator
Pete Ratcliffe
Senior Paraplanner
Simon Hawkins
Employee Benefits Administrator
Tom Masey
Employee Benefits Consultant
Nicky Aspray
Operations Manager
Ania Carman
Portfolio Team Leader
Seb Halstead
Marketing Executive