Our team is our greatest asset, dedicated to delivering the highest quality professional financial advice. Learn more about each of our colleagues by clicking the buttons below:
Catriona Bosworth
APFS, ACIB, Cert CII (MP & ER)
Senior Compliance Manager
Michelle Cook
Compliance Officer
Jessica Rutherford
Compliance Officer
Rachel Connell
Paraplanner
Ceetal Katechia
Head of Paraplanning
Victoria O'Shea
CertPFS
Paraplanner/PA
Alina Khan
BSc (Hons)
Paraplanner
Luke Smith
Paraplanner
Lucy Seaton
FPC I, II, III
Paraplanner
Harpal Hunjan
BSc (Hons) DipFA
Paraplanner
Paige Barnes
Mortgage Paraplanner
Janine Southall
IAD, Certs CII (SMP & ER)
Administration & Review Manager
Teresa Morris
New Business Manager
Sian Parker
Administrator
Maria Piazza
Administrator
John Ellis
Administrator
Laura Hartley
Receptionist
Farhaan Dadoo
BA (Hons)
PA to the Managing Director
Gosia Richards
Administrator
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Trishul Chauhan
Administrator
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Natalia Singh
Administrator
Daniel Wootton
DipPFS
Paraplanner
Kay Burke
System Supervisor
Brogan Morris
Marketing Manager
MA, BA(Hon)