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, you’re in safe hands.
Our people
Lewis Wilson
Trainee Researcher
Graeme Douglas
Office Administrator
Lisa Forbes
Paraplanner
Lindsay Walinck
Personal Assistant
Dan Lock
Graduate Placement Student
Jack Weaver
Paraplanner
Annie Aston
Accounts and Compliance Manager
Bryn Pilcher
Researcher
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Dean Rush
Operations Manager / Risk and Control Manager
Emma Turner
Operations Support Manager
Holly Hickson
Paraplanner
James Oliver
Independent Financial Adviser
Jo Robertson
Office Manager
Jonty Parfitt
Trainee Financial Adviser and Office Support
Kelly Roberts
Marketing and Communications Manager
Kerry Saunders
Chartered Financial Planner
Lauren Anderson
Financial Administrator
Lindsay Arnold
Office & HR Administrator
Lucinda Warren
Independent Mortgage & Protection Adviser
Paul Roberts
Independent Financial Adviser
Sue Hanney
Team Administrator
Sue Pattinson
Team Administrator
Trevor Garson
Chartered Financial Planner
Zoe Avery
HR & Operations Manager
Natasha O’Neill
Chartered Financial Planner
Tanzim Naim
Paraplanner
Rachael Martin
Paraplanner
Jack Fawcett
Independent Financial Adviser
Holly O’Donnell
Independent Mortgage & Protection Adviser
Peter Richinson
Independent Financial Adviser
Russell Tonks
Chartered Financial Planner
Mike Green
Chartered Financial Planner
Martin Waistell
Independent Financial Adviser
Jon Hickson
Chartered Financial Planner
Jeff Steninger
Independent Financial Adviser
Jeff Fawcett
Partner & Chartered Financial Planner
Harry Shivas
Student Placement
Nathan Harris
Partner & Chartered Financial Planner
Katie Brown
Financial Adviser and Paraplanner
Abi Stidworthy
Chartered Financial Planner
Scott Turnbull
Chartered Financial Planner
Rob Silk
Chartered Financial Planner
Jordan Cruse
Independent Financial Adviser and Paraplanner
India Hawes
Trainee Financial Adviser & Office Support
Mike King
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Vanessa Taylor
Independent Financial Adviser
Allan Cruse
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Kevin Forbes
Partner & Chartered Financial Planner
