Our Team

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Adrian Seager

Financial Planner

Alex Foster

Director

Chris Peters

Financial Planner

Gareth Simon

Director

Garry Crook

Financial Planner

Ian Rodd

Managing Director

Jen Richardson

Head of Charities

Jonathan Lakpuri

Senior Client Service Manager (CSM)

Kim Upshall

Senior Client Services Manager (CSM)

Roger Duckworth

Director

Simon Rickard

Client Service Manager (CSM)

Steve Baker

Senior Client Service Manager

Steven Martin

Senior Client Services Manager

Tom Froud

Audit Apprentice

Tom Mackey

Audit apprentice

Torie Freestone

Senior Administrator

Will Foster

Client Service Manager (CSM)

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.