Our Team

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Adrian Seager

Financial Planner

Alex Foster

Director

Bryn Holloway

Client Service Manager (CSM)

Chris Peters

Financial Planner

Florentina Sandu

Accountant

Gareth Simon

Director

Ian Rodd

Managing Director

Jen Richardson

Head of Charities

John Blakey

Client Service Manager (CSM)

Matthew Isaacs

Financial Planner

Roger Duckworth

Director

Simon Rickard

Client Service Manager (CSM)

Simone Roberts

Financial Planner

Will Foster

Client Service Manager

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.