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

Linzi Dagnall

Financial Planner

Andrew Lee

Client Relationship Manager

Christos Chountoulesis

Client Relationship Manager

Andy Perrett

Client Relationship Manager / Paraplanner

Nikki Pace

Client Services Administrator

Grace Parry

Client Services Administrator

Natalie Coward

Mortgage Adviser

Claire Long

Client Services Administrator

Join our team

Take a look at our latest vacancies