Our Advisers

Aaron Haddock

Strategic Planner

Aaron holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Outside of work, Aaron enjoys spending time with his family, walking his dog, and keeping up with a wide range of sports.

Adam Gerrard

Strategic Planner

Adam's qualification include a degree in Retail, Marketing and Management from Loughborough University as well as the level 4 Diploma in regulated Financial Planning from the Chartered insurance Institute. Outside of work Adam enjoys playing football and spending time with his wife and their Westie, Winston.

Adam Harris

Strategic Planner

Adam holds a Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute. He has a strong background in financial planning. Outside of work, Adam enjoys spending time with his family, travelling, and keeping active through golf and football.

Ahmed Refaat

Strategic Planner

Ahmed's holds a Level 4 Diploma in Regulated Financial Planning, accredited by The Chartered Insurance Institute, and brings a wealth of knowledge and professionalism to his role. Outside of work, Ahmed enjoys spending quality time with his family, going scuba diving, and watching a variety of sports.

Alison Howarth

Professional Development Manager

Alison's qualification include the Diploma for Financial Advisers. Outside of work, Alison enjoys spending time with family and friends as well as running.

Alistair Habermehl

Strategic Planner

Ali's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited from the The Chartered Insurance Institute. Outside of work, Ali likes to keep active by playing football, tennis and squash and also enjoys watching live music and comedy.

Andreea Jackson

Strategic Planner

Andreea joined the Financial Services industry in 2011. Her qualifications include the Level 4 Diploma for Financial Advisers accredited from the London Institute of Banking & Finance. Outside of work Andreea is a keen amateur gardener, enjoys spending time with her family and loves to travel.

Andrew Hooper

Strategic Planner

Andrew's qualifications include the Level 6 certificate in Pension Transfers and Planning Advice. He also holds the Chartered Wealth Manager designation, Chartered Fellow membership from the CISI and a degree in Accounting and Finance. Outside of work, Andrew enjoys spending time with his family, watching sport, travel and practising yoga.

Andrew Scourfield

National Manager

Andrew's qualifications include the Diploma for Financial Advisers. He specialises in financial planning and has extensive knowledge within pensions and investments. Outside of work, Andrew enjoys travelling, cooking, motorsport and tennis.

Anthony Vasiliou

Strategic Planner

Anthony's qualifications include the Level 6 Advanced Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Anthony plays 5 a side football.

Ashley Young

Strategic Planner

Ash's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of Work, Ash enjoys playing golf, walking his dog and most sports.

Benjamin Saunders

Strategic Planner

Ben holds a Level 4 Diploma in Regulated Financial Planning, awarded by the Chartered Insurance Institute. Outside of work, Ben enjoys socialising with friends and family, staying active, and participating in local community groups.

Charles Hartley

Strategic Planner

Charles' qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Charles enjoys football, motorsport and spending time with family and friends.

Chris Clay

Strategic Planner

Chris' qualifications include the Level 6 Advanced Diploma in Financial Planning. Outside of his professional work, Chris enjoys spending time with his family, hiking, and playing various sports.

Christine Fox

Senior Strategic Planner

Christine's qualifications include the Level 4 Diploma In Regulated Financial Planning accredited by the CII. Outside of work, Christine enjoys spending with family and friends, going out for meals and keeping fit.

Christopher Camp

Strategic Planner

Chris's qualifications include a Diploma for Financial Advisers. Outside of Work, Chris spends time with his daughter, Sasha. He enjoys watching movies and is a keen football fan.

Christopher Speak

Strategic Planner

Chris's qualifications include the Level 6 Advanced Diploma in Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Chris enjoys spending time with the family and is a keen sports fan.

Colin Brennan

Senior Strategic Planner

Colin's qualifications include a diploma in Regulated Financial Planning. Outside of work, Colin enjoys cycling, running and spending time with his family and friends.

Craig Furner

Strategic Planner

Craig's qualifications include a Diploma in Financial Planning and in particular has experience of investments and pensions. Outside of work, Craig enjoys spending time with his wife and 3 children.

Cyndy Toole

National Manager

Cyndy is a Regional Manager in Investment Planning and has qualifications including a Diploma in a Financial Planning and a Certificate in Discretionary Investment Management. Outside of work, Cyndy enjoys spending time with her friends and family. She is a member of both a running and a scuba diving club.

Daniel Miller

National Manager

Daniel's qualifications include an Advanced Diploma in Financial Planning and he holds Chartered Financial Planning status. Outside of Work, Daniel enjoys spending time with his family and walking the dog. He also likes playing golf, skiing and taking sightseeing holidays.

Daniel Tonge

Head of Private Wealth

Daniel holds a Diploma for Financial Advisers and is a member of the London Institute of Banking & Finance. Outside of work, Daniel enjoys spending time with his family, travelling and listening to music.

Danny Bowling

Senior Strategic Planner

Danny has a Diploma in regulated Financial Planning and he has undertaken Advanced studies in Pension Planning, Outside of work, Danny enjoys football, running and spending time with family.

David Dallison

Strategic Planner

David's qualifications include the level 4 Diploma in Financial Planning and is from the Chartered Insurance Institute. Outside of Work, David enjoys spending time with his family, hiking, running and travelling.

David Steward

Strategic Planner

David's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, David enjoys spending time with his young family as a dad to twin boys.

David Verey

Strategic Planner

David holds a Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute. Outside of work, he also represents Belgium internationally in pool.

Garth Donnan

Strategic Planner

Garth's qualifications include the Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Outside of work, Garth enjoys spending time with family and friends, travelling and watching sports.

Glen Dickson

Strategic Planner

Glen's qualifications include a Diploma in Financial Planning. Outside of work, Glen spends the majority of his time refereeing his children and seeking sanctuary in sports, travel and cooking.

Graham Clansey

Strategic Planner

Graham's qualifications include the Level 4 Diploma in Financial Planning from the Chartered Insurance Institute. Outside of work, Graham enjoys spending time with his family and travel.

Jack Mason

Strategic Planner

Jack's qualification include a Level 4 Diploma in Regulated Financial Planning and is accredited by the Chartered Insurance Institute. Outside of work, Jack enjoys anything active , from playing rugby to rock climbing with his two daughters.

Jagram Minhas

Strategic Planner

Jay's qualification include a degree in Economics from the University of Sheffield as well as a Diploma in financial plannings; he's been working in financial services for over 15 years. Jay is an avid sports fan, a keen cook, and has his hands full with two young daughters but he wouldn't have it any other way!

James Cromack

Strategic Planner

James holds a Level 4 Diploma for Financial Advisers, awarded by the Institute of Financial Services. Outside of work, James is an avid Formula 1 and football enthusiast and enjoys spending quality time with his wife and children.

James Doyle

Strategic Planner

James' qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of work, James enjoys spending time with his wife and children, watching football, and going to the gym.

James Keen

Strategic Planner

James's qualifications include the Level 4 Diploma in Financial Planning. Outside of work, James enjoys cycling, kayaking, Tennis and travel. He is married with two adult children. James has enjoyed nearly 30 years in this financial services industry.

James Marshall

Strategic Planner

James' qualification include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, James enjoys spending time with his family, watching sport and playing golf (when time allows).

James McNulty

Strategic Planner

James's holds a Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute, and brings a wealth of knowledge and professionalism to his role. Outside of work, James enjoys spending time with his family, going running and watching sport.

James Parker

Strategic Planner

James's qualification include the Level 6 Certificate in Advanced Financial Planning accredited by the Chartered Insurance Institute for Securities and Investment. Outside of work, James enjoys spending time in the great outdoors with his 4 young boys.

James Stabler

Strategic Planner

James's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of work, James enjoys spending time with his family, coaching football and travelling.

James Stovell

Strategic Planner

James's qualifications include the Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, James enjoys a wide range of hobbies, including travel, art, cooking, rugby, and Jiu-Jitsu.

Jamie Carthew

Strategic Planner

Jamie's qualifications include a Diploma in Regulated Financial Planning. Outside of work, Jamie enjoys spending time with his family, hill walking, and playing the piano.

Jeremy Home

Senior Strategic Planner

Jeremy holds an Advanced diploma in Financial Planning and is a Fellow of the Personal Finance Society. Outside of work, Jeremy enjoys reading, family time and travel.

Jimmy Law

Strategic Planner

The Strategic Planner for your meeting is Jimmy Law. Jimmy holds a Level 6 Advanced Diploma in Financial Planning from the Chartered Insurance Institute. He also has a Master’s degree in Finance & Investment from Bayes Business School. Outside of work, Jimmy enjoys spending time with his family and watching sport.

Joe Caswell

Strategic Planner

Joe's qualifications include the Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, Joe enjoys playing football and golf as well as spending time with family and friends.

John Barron

Strategic Planner

John holds the Level 4 Diploma in Regulated Financial Planning, awarded by the Chartered Insurance Institute, demonstrating his expertise and commitment to professional development within the financial services industry. Outside of work, John enjoys spending time with his two sons, participating in sports, and making the most of opportunities to be outdoors whenever possible.

John Greene

Strategic Planner

John's qualifications include a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Outside of work, John enjoys spending time with his family and dogs, watching football, playing golf and travelling.

John Sherman

Strategic Planner

John's qualifications include the Level 6 Advanced Diploma in Financial Planning attained from the Chartered Insurance Institute. Outside of work, John loves spending time with his three children, jogging, and attending live sport and music events.

Josh Tettey

Strategic Planner

Josh's qualification include a degree in Business Mathematics from Liverpool John Moores University and a Diploma in Regulated Financial Planning. Outside of work, Josh enjoys spending time with family, travelling to new places, listening to/ creating music, motor racing and football.

Joshua Herbert

Strategic Planner

The Strategic Planner for your meeting is Josh Herbert. Josh holds a Diploma for Financial Advisers from the London Institute of Banking & Finance. Outside of work, Josh enjoys playing and watching a range of sports and actively competes in running and triathlon events.

Joshua Nash

Strategic Planner

Josh's qualifications include an Investment Advice Diploma and Chartered Membership of the CISI. Outside of work, Josh enjoys taking his dog on walks with his young family, and finding the occasional Geocache.

Kerry McCrohon

Strategic Planner

Kerry’s qualifications include a Diploma in Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Kerry enjoys singing and acting with a local theatre company and spending time with her family.

Kevin Barry

Senior Strategic Planner

Kevin has a Diploma in Financial Planning. Outside of work, Kevin enjoys spending time with family, watching football and playing golf.

Khudeja Odon

Strategic Planner

The Adviser for your meeting is Khudeja Odon. Khudeja's qualification includes a Diploma in Financial Advice from the Institute of Financial Services. Outside of work, Khudeja enjoys spending time with family, reading historic crime fiction and cooking.

Kieran Cameron

Senior Strategic Planner

Kieran's qualification include a Diploma in Financial Planning. Outside of work, Kieran enjoys golf, football, old Japanese sports cars and spending time with his two children.

Kirsty Haydock

Strategic Planner

Kirsty's qualifications include a level 4 Diploma in Financial Planning. Outside of her professional work, Kirsty enjoys spending time with her husband and two daughters.

Lewis Chesters

National Manager

Lewis is one of our Senior Advisers and his qualifications include a Diploma in Regulated Financial Planning. Outside of work, Lewis enjoys coaching his son's football team, playing golf and following Everton Football Club.

Lewis Cruickshank

Strategic Planner

Lewis' qualification include the Level 4 Diploma in Regulated Financial Planning and is accredited by the Chartered Insurance Institute. Outside of work, Lewis enjoys spending time with the family and friends as well as gardening.

Lewis Williams

Strategic Planner

Lewis' qualifications include a Diploma in Regulated Financial Planning and a degree in Business and Management Studies from Edge Hill University. Outside of work, Lewis enjoys taking part in various sporting activities and cooking.

Liam Bell

Strategic Planner

Liam's qualifications include a First-Class Honours degree in Business with Finance and the Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, Liam enjoys staying active.

Liam Bonny

Strategic Planner

Liam's Qualifications include the Level 4 Diploma for Financial Advisers and is accredited by the London Institute of Banking and Finance. Outside of work, Liam enjoys hiking, travelling and watching sport.

Liam Doyle

Strategic Planner

Liam's qualifications include a Diploma in Financial Planning as well as a degree in Mathematics from Strathclyde University. Outside of work, Liam loves a round of golf, being from the Ayrshire coastline, cooking and eating out, and spending as much time with his two young sons.

Louis Wilson

Strategic Planner

Louis' qualifications include the Level 6 Diploma in Financial Advice accredited by the London Institute of Banking and Finance. Outside of work, Louis enjoys spending time with his family, getting involved in community projects and travelling.

Luke Martin

Strategic Planner

Luke's qualifications include Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, Luke enjoys travelling and cooking.

Luke McGhee

Strategic Planner

The Strategic Planner for your meeting is Luke McGhee. Luke holds a Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Outside of work, Luke is a keen sportsman, particularly enjoying tennis and golf. At weekends, he enjoys spending time with his soon-to-be wife and his Border Terrier.

Mahmuda Begum

Strategic Planner

Mahmuda's qualifications include a Diploma in Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Mahmuda enjoys spending time with her family and travelling.

Malcolm Dainty

National Manager

Malcolm's qualifications include the Diploma in Financial Planning and he also holds of Master of Business Administration degree from the University of Manchester. Outside of work, Malcolm enjoys cycling, walking and reading.

Mark Chappell

Strategic Planner

Mark holds a Level 4 Diploma for Financial Advisers, awarded by the London Institute of Banking & Finance. Outside of work, Mark enjoys spending time with his family, travelling, and sport.

Mark Clayton

Strategic Planner

Mark has a Diploma in Financial Planning. Outside of work, Mark enjoys spending time with his family, including 3 grandchildren. He also enjoys sport, particularly travelling abroad to watch cricket.

Mark Mortimer

Strategic Planner

Mark's qualifications include the Level 4 Diploma in Regulated Financial Planning attained by the Chartered Insurance Institute. Outside of work, Mark enjoys playing squash, golf, clay pigeon shooting and spending time with his family.

Mark Selsby

Strategic Planner

Mark's qualifications include a Diploma in Financial Planning and a Certificate in Discretionary Investment Management. Outside of work, Mark enjoys spending time with his wife and 2 teenage daughters, as well as watching live sport.

Mark Tyrer

Head of Private Wealth

Mark's qualifications include a Certificate in Advanced Financial Planning and a degree in Financial Economics from the University of Liverpool. He is also a member of the Personal Finance Society and the Chartered Insurance Institute. Outside of work, Mark likes to spend time with his wife and daughter.

Martin Willett

Senior Strategic Planner

Martin's qualifications include the Diploma in Financial Planning and an Engineering degree from the University of Westminster. Outside of work, martin enjoys holidays with his family with a keen interest in music and wine.

Martin Winter

Strategic Planner

Martin holds a Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute. Outside of work, Martin enjoys watching live sports, especially football. He also enjoys walking and spending time with his family.

Martin Winter

Strategic Planner

Martin's qualifications include the Level 4 Diploma in Regulated Financial Planning and is accredited from the Personal Finance Society. Outside of work, Martin, loves to spend time with his family playing golf and tennis.

Matthew Barry

Strategic Planner

Matthew's qualification include the Diploma for Financial Advisers. Outside of work, Matthew enjoys watching most sports and plays golf on a regular basis.

Matthew Tierney

Strategic Planner

Matt's qualification include a Diploma in Financial Planning from the Chartered Insurance Institute. Outside of work, Matt enjoys travel, football and cycling.

Michael Summers

Strategic Planner

Michael's qualifications include the Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Mike enjoys cooking, camping and the outdoors and is a member of the local rugby club.

Nathan Holley

National Manager

Nathan's qualifications include a Diploma in Financial Planning from the Personal Finance Society. Outside of work, Nathan enjoys spending time with his family, gardening and watching sport.

Neil De'Antiquis-Roberts

National Manager

Neil has a Diploma in Financial Planning. Outside of work, Neil enjoys socialising with family and friends, managing and coaching youth and men's football and also DIY.

Niamh Bains

Strategic Planner

Niamh's qualification include a Diploma in Financial Planning from the Personal Finance Society. Outside of work, Niamh enjoys meals out with friends, walks in the fresh air and holidays in the sunshine.

Paul Ellis

Senior Strategic Planner

Paul has a Diploma in Regulated Financial Planning and a Degree in Business from Manchester Metropolitan University. Outside of work, Paul enjoys football and socialising with friends.

Paul Hughes

Senior Strategic Planner

Paul's qualifications include a Diploma in Financial Planning and is a long standing member of the Personal Finance Society. Outside of work, Paul enjoys walking, has an interest in social history and most sports.

Paul Morton

Paul is the Investment Planning Director and is a Chartered Member of the Chartered Institute for Securities & Investment. Paul is responsible for regulated financial advice across the Wealth at Work group of companies.

Paul Owen

Strategic Planner

Paul's qualification include the Level 4 Diploma in Regulated Financial Planning accredited from The Chartered Insurance Institute. Outside of work, Paul enjoys spending time with his family, running and watching sport.

Paul Sheen

Executive Strategic Planner

Paul holds a certificate in Financial Planning and has over 30 years' experience in financial services. He is also a Chartered Member of the Chartered Institute for Securities & Investment . Outside of work, Paul enjoys spending time with his children, walking and cooking.

Paula Ryan

Strategic Planner

The Strategic Planner for your meeting is Paula Ryan. Paula holds a Level 6 Advanced Diploma in Financial Planning, awarded by the Chartered Insurance Institute. Outside of work, she enjoys spending quality time with her family and friends, walking her dog, going on holidays, and practicing yoga.

Richard Brown

National Manager

Richard's qualification include a Diploma for Financial Advisers. Outside of work, Richard enjoys coastal walks with his family and their dogs.

Robert Croft

Strategic Planner

Rob's qualifications include the Diploma for Financial Advisers. Outside of work, Rob Enjoys running regularly, spending time with his wife and son and watching sport.

Robert Tidy

Strategic Planner

Rob's qualifications include a Diploma in Financial Planning from the Chartered Insurance Institute for Securities & Investment. Outside of work, Rob enjoys watching live sport and walking with his wife and their Dachshund.

Roy Utting

Strategic Planner

Roy holds a Level 4 Diploma for Financial Advisers and a Level 6 Award in Pension Transfer Qualification, awarded by the Institute of Financial Services. Outside of work, Roy enjoys spending time with his family, exercising, and playing the guitar.

Ryan O'Neil

Strategic Planner

Ryan's qualifications include a Diploma for Financial Advisers and he is also a Member of The London Institute of Banking & Finance. Outside of work, Ryan enjoys hill walking, watching and trying to play football and spending time with his wife and kids and the family dog.

Saiq Latif

Executive Strategic Planner

Saiq's qualifications include a Diploma in Financial Planning, and a degree in Mathematics. Outside of work, Saiq is an Arsenal fan from Newcastle where he lives with his wife and three children. He also enjoys other sports especially cricket and Tennis.

Sarah Franks

Strategic Planner

Sarah's qualifications include the Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Sarah enjoys spending time with her family, being in the great outdoors and travelling.

Saranya Iyer

Strategic Planner

Saranya Iyer. Saranya holds a Level 4 Diploma for Financial Advisers, awarded by the Institute of Financial Services. Outside of work, she is passionate about Bollywood singing, running, and spending time with her family and her dog.

Scott Wheeler

Strategic Planner

Scott's qualifications include a Diploma in Financial Planning awarded by the London Institute of Banking & Finance. Outside of work, Scott is a Trustee Board member and Treasurer for a Scout Group with more than 180 members supporting youth education for 4 - 18 year olds.

Sharon Rogers

Strategic Planner

With over 30 years working in the Financial Services Industry, Sharon's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Sharon enjoys spending time with family, gardening, music and planning trips to the theatre with her husband.

Stephen Freeman

Strategic Planner

The Strategic Planner for your meeting is Stephen Freeman. Stephen holds a Level 4 Diploma in Financial Planning from the Chartered Insurance Institute. Outside of work, Stephen enjoys football, cricket, live music, running, and spending time with family and friends.

Stephen Jones

Senior Strategic Planner

Stephen's qualifications include the Diploma in Financial Planning and a degree in Business from Manchester Metropolitan University. He is also a member of Chartered Institute for Securities & Investment. Outside of Work, Stephen enjoys all sports, particularly rugby and golf.

Steve Newing

Senior Strategic Planner

Steve's qualifications include the Diploma in Financial Planning and he is a member of the Personal Finance Society. Outside of work, Steve enjoys anything football related, plus many wider sports.

Sukh Sahota

Strategic Planner

Sukh's qualifications include Level 4 Diploma for Financial Advisers accredited from the London Institute of Banking and Finance. He has over 10 years experience in financial services and is a member of the London Institute of Banking and Finance. Sukh enjoys spending time with family, travelling, and football.

Tahir Hussain

Strategic Planner

Tahir's qualification include a Diploma for Financial Advisers. Outside of work, Tahir enjoys travelling with his wife and three children.

Tom Bailey

Senior Strategic Planner

Tom is a Senior Adviser and his qualifications include the Diploma in Financial Planning. He also holds an Advanced pensions qualification as well as undertaking further study in Taxation and trusts, and personal investment planning. Outside of work, Tom enjoys fishing, cycling, hill walking and reading.

Tom Cassidy

Head of Private Wealth

Tom is a Regional Manager in Investment Planning and his qualifications include a Diploma in Regulated Financial Planning and a Degree in Business from Manchester Metropolitan University. Outside of work, Tom enjoys spending time with his young family and enjoys most sports, particularly rugby & football.

Trevor Lee

Strategic Planner

Trevor's qualifications include the Level 4 Diploma in Investment Advice (Financial Planning & Advice) accredited from the Chartered Institute for Securities & Investment. Outside of Work, Trevor enjoys spending time with his wife and children and is a keen mountain bike enthusiast.

Tyra Rafiq

Strategic Planner

Tyra qualifications include a Diploma for Financial Advice. Outside of work Tyra enjoys running, cycling and cooking for friends & family.

Vivek Patel

Strategic Planner

Vivek's qualifications include the Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Vivek enjoys spending time with his family, playing and watching sports.

William Mewis

Strategic Planner

William's qualifications include the Level 6 Advanced Diploma in Financial Advice accredited by the London Institute of Banking and Finance. Outside of work, William enjoys spending time with his family and he is also a keen hockey player and umpire.