Meet the Team
Bruce Sawyer
Relationship Manager
Bruce Sawyer
Relationship Manager
Phil Miller
Business Development Manager
Catriona Evans
Business Development Operations Manager
Nick Barratt
Financial Consultant - Lead Adviser
Tony O’Malley
Financial Consultant
Nick Roley
Financial Consultant
James Nicholas
Financial Consultant
Barry Summers
Financial Consultant
Sam Walpole
Advisor Liaison Team
Louise King
Operations Manager
Jess Prouse
Senior Client Services Administrator
Chloe Weston
Client Services Administrator
Laura Matthews
Client Services Administrator
Lia Gale
Client Services Administrator
Stuart Robertshaw
Client Services Administrator
Cheryl Bourne
Client Services Administrator
Nick Connor
Client Relationship Manager
Gaynor Newman
Compliance Director
Stephen Burfitt
Compliance Manager
Nick Cunningham
Compliance Technician
Kean Seager
Chairman
Amanda Tovey
Investment Director
Simon Jaffe
Senior Investment Manager
Tim Jones
Investment Manager
Dalia Al Shayeb
Investment Analyst
Mia Borland
Senior Investment Analyst
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