Our Team

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Adrian Seager

Financial Planner

Alex Foster

Director

Bryn Holloway

Client Service Manager (CSM)

Chris Peters

Financial Planner

Emily Mitchell

Senior Audit Apprentice

Gareth Simon

Director

Ian Rodd

Managing Director

Jake Smith

Senior Audit Apprentice

Jen Richardson

Head of Charities

John Blakey

Client Service Manager (CSM)

Kim Upshall

Senior Client Services Manager (CSM)

Matthew Isaacs

Financial Planner

Roger Duckworth

Director

Simon Rickard

Client Service Manager (CSM)

Simone Roberts

Financial Planner

Tom Froud

Audit Apprentice

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.