Meet the team
Adrian Kidd
Director & Chartered Financial Planner
Andy Coles
Chartered Financial Planner
Clara Jenkins
Financial Planner
Clémence Chatelin
Chartered Financial Planner
Tom Morris
Managing Director & Chartered Financial Planner
Cheryl Frazer
Compliance Director & Practice Manager
Chris Budd
Director
Gill Shanley
Client Services
Hayley Watts
Paraplanner
Melanie Hill
Executive PA
Mike Bevens
Independent Trustee
Pam Vick
Non-Executive Director and Chair