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

Gill Shanley

Client Services

Hayley Watts

Paraplanner

Melanie Hill

Executive PA

Mike Bevens

Independent Trustee

Pam Vick

Non-Executive Director and Chair

Phoebe James

Client Relationship Manager

Contact us

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