Meet The Team
Phil Miller
Business Development Manager
Catriona Evans
Business Development Operations Manager
Nick Barratt
Financial Consultant - Lead Adviser
Tony O’Malley
Financial Consultant
Lisa Clifford
Financial Consultant
Jane Coster
Financial Consultant
Louise King
Operations Manager
Laura Matthews
Advisor Liaison Team
Chloe Weston
Senior Administrator
Lia Gale
Client Services Administrator
Claire Marquick
Client Services Administrator
Lauren Lee
Client Services Administrator
Maisie Williams
Client Services Administrator
Candy Wong
Client Services Administrator
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Bethan Rawlings
Adviser Liaison Team
Amy Parsons
Client Services Administrator
Nick Connor
Client Relationship Manager
Gaynor Newman
Compliance Director
Stephen Burfitt
Compliance Manager
Nick Cunningham
Compliance Manager
Amanda Tovey
Investment Director
Tim Jones
Senior Investment Manager
Daniel Say
Senior Investment Analyst
Ahmed Ali
Investment Assistant
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