Meet the team
Adrian Kidd
Managing Director & Chartered Financial Planner
Andy Coles
Chartered Financial Planner
Christiaan Coolen
Financial Planner
Clara Metcalfe
Financial Planner
Tom Morris
Director & Chartered Financial Planner
Charlotte Raynes
Non-Executive Director
Cheryl Frazer
Practice Manager
Chris Budd
Chair
Gill Shanley
Client Services
Hayley Watts
Paraplanner
Melanie Hill
Client Services
Mike Bevens
Independent Trustee
