Partners & Consultants

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Beryl Morgan

Consultant & Independent Financial Adviser

0115 989 5293

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John Stanley

Partner & Independent Financial Adviser

0115 989 5226

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Phil Terry

Partner & Independent Financial Adviser

0115 851 1108

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Zoe Till

Partner & Chartered Financial Planner

0115 989 5315

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Associates

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Jack Green

Associate & Independent Financial Adviser

0115 989 5234

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Independent Financial Advisers

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Suzanne Castledine-Casey

Independent Financial Adviser

0115 851 1082

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Operations Manager

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Tina Collishaw

Operations Manager

0115 989 5302

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Paraplanners

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Alexandra Black

Paraplanner

0115 989 5233

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Daniel Freestone

Paraplanner

0115 989 5259

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Ceri Hayday

Paraplanner

0115 851 1083

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Dylan Jones

Paraplanner

0115 989 5261

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James Reid

Paraplanner

0115 989 5292

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Administrators

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Olivia Deeming

Administrator

0115 989 5234

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Liam Kennedy

Administrator

0115 851 1279

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Louise Knowles

Administrator

0115 989 5335

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Rachael Wragby

Administrator

0115 989 5344

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