Our Team

Peter Baker APFS
Peter Baker APFSChartered Financial Planner
Stephen Burrows APFS
Stephen Burrows APFSChartered Financial Planner
David Guard DipPFS
David Guard DipPFSIndependent Financial Adviser
Kate Henderson
Kate HendersonParaplanning Manager
Jo Highton FPFS
Jo Highton FPFSChartered Financial Planner
Michael Lee (DipPFS)
Michael Lee (DipPFS)Independent Financial Adviser
Vince Savidge DipPFS Cert CII (MP)
Vince Savidge DipPFS Cert CII (MP)Independent Financial Adviser
Roger Smith DipPFS
Roger Smith DipPFSIndependent Financial Adviser
Stephen Waite BSc (Hons) DipPFS
Stephen Waite BSc (Hons) DipPFSIndependent Financial Adviser
Scott Woodford DipPFS
Scott Woodford DipPFSCorporate, Pension & Investment Specialist
Joanne Thompson
Joanne ThompsonAdviser Operations Manager
Steven Andrews
Steven AndrewsAdviser Operations Manager
Angela Bedford
Angela BedfordAdmin Manager
Peter Naughton
Peter NaughtonParaplanner
Jolene Derry
Jolene DerryParaplanner
Jennifer Beatts
Jennifer BeattsParaplanner
Meredith Jarvis
Meredith JarvisAdministrator
Grace Pass
Grace PassAdministrator
Kellie Walsh
Kellie WalshAdministrator
James Burrows
James BurrowsAdministration Assistant