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

Gill Shanley

Client Services

Hayley Watts

Paraplanner

Melanie Hill

Executive PA

Mike Bevens

Independent Trustee

Pam Vick

Non-Executive Director and Chair

Contact us