Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
Our people
Jamie Haines
Student Placement
Natasha Speed
Paraplanner
Justine Geldard
Marketing and Communications
Julia Wozna
Researcher
Carly Thompson
Practice & Customer Relations Manager
Daniel Parkin
Independent Financial Adviser
Dave Stone
Chartered Financial Planner
Graeme Douglas
Office Administrator
Lindsay Walinck
Personal Assistant
Dan Lock
Chartered Financial Planner
Annie Aston
Accounts and Compliance Manager
Bryn Pilcher
Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Dean Rush
Head of Risk & Operations
Emma Turner
Operations Support Manager
Holly Hickson
Paraplanner
James Oliver
Independent Financial Adviser
Jo Robertson
Office Manager
Lindsay Arnold
Office & HR Administrator
Lucinda Warren
Independent Mortgage & Protection Adviser
Paul Roberts
Chartered Financial Planner
Sue Hanney
Team Administrator
Sue Pattinson
Team Administrator
Trevor Garson
Chartered Financial Planner
Natasha OβNeill
Chartered Financial Planner
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jack Fawcett
Chartered Financial Planner
Holly OβDonnell
Independent Mortgage & Protection Adviser
Peter Richinson
Independent Financial Adviser
Russell Tonks
Chartered Financial Planner
Martin Waistell
Independent Financial Adviser
Jon Hickson
Chartered Financial Planner
Jeff Steninger
Independent Financial Adviser
Jeff Fawcett
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Katie Brown
Senior Paraplanner & Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Oliver Phillips
Chartered Financial Planner
Vanessa Taylor
Independent Financial Adviser
Allan Cruse
Partner & Chartered Financial Planner
Giles Wellington
Chartered Financial Planner
Kevin Forbes
Partner & Chartered Financial Planner