Meet the team
Adrian Kidd
Managing Director & Chartered Financial Planner
Andy Coles
Chartered Financial Planner
Clara Metcalfe
Financial Planner
Tom Morris
Director & Chartered Financial Planner
Cheryl Frazer
Compliance Director & Practice Manager
Chris Budd
Chair
Gill Shanley
Client Services
Hayley Watts
Paraplanner
Melanie Hill
Executive PA
Mike Bevens
Independent Trustee
Phoebe James
Client Relationship Manager
Raman Roud
Client Services & Employee Wellbeing Champion
