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