Meet the team
Our sporting backgrounds combined with professional financial training mean we're uniquely placed to advise clients throughout their careers.
Meet the team
Our sporting backgrounds combined with professional financial training mean we're uniquely placed to advise clients throughout their careers.
Gareth Griffiths
Managing Director, Independent Financial Adviser
Tom Kennedy
Financial Planner
Phillip Rose
Group CEO, Chartered Financial Planner
Andrew Lee
Client Relationship Manager
Andy Perrett
Client Relationship Manager / Paraplanner
Nikki Pace
Client Services Administrator
Grace Parry
Client Services Administrator
Natalie Coward
Mortgage Adviser
Chris Morley
Trainee Client Relationship Manager
Join our team
Take a look at our latest vacancies