Partners & Consultants

Beryl Morgan

Consultant & Independent Financial Adviser

0115 989 5293
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John Stanley

Partner & Independent Financial Adviser

0115 989 5226
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Phil Terry

Partner & Independent Financial Adviser

0115 851 1108
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Zoe Till

Partner & Chartered Financial Planner

0115 989 5315
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Investment Directors

Sam Cawley

Investment Director & Chartered Financial Planner

0115 989 5318
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Nathan Richardson

Investment Director & Chartered Financial Planner

0115 989 5287
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Associates

Suzanne Castledine-Casey

Associate & Independent Financial Adviser

0115 851 1082
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Jack Green

Associate & Independent Financial Adviser

0115 989 5291
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Paraplanners

Dan Freestone

Paraplanner

0115 989 5259
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Ceri Hayday

Paraplanner

0115 851 1083
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Dylan Jones

Paraplanner

0115 989 5261
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Administrators

Daniel Canlin

Administrator

01159895234
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Liam Kennedy

Administrator

0115 851 1279
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Louise Knowles

Administrator

0115 989 5335
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Rachael Wragby

Administrator

0115 989 5344
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