Our Team

Peter Baker APFS
Peter Baker APFSChartered Financial Planner
Luke Baker APFS
Luke Baker APFSChartered Financial Planner
Heather Brobyn DipPFS Cert CII (MP)
Heather Brobyn DipPFS Cert CII (MP)Independent Mortgage Adviser
Stephen Burrows APFS
Stephen Burrows APFSChartered Financial Planner
Carol Franklin
Carol FranklinHead of Paraplanning
Jamie Gayton DipPFS
Jamie Gayton DipPFSIndependent Financial Adviser
David Guard DipPFS
David Guard DipPFSIndependent Financial Adviser
Kate Henderson
Kate HendersonParaplanner
Shaun Hickman
Shaun HickmanTrainee Paraplanner
Jo Highton FPFS
Jo Highton FPFSChartered Financial Planner
Mike Holmes
Mike HolmesParaplanner
Milka Kazadi
Milka KazadiAdministrator
Lisette Mason
Lisette MasonHead of Admin
Matt Newberry DipPFS
Matt Newberry DipPFSIndependent Financial Adviser
Claire Perkins
Claire PerkinsOffice Manager
Vince Savidge DipPFS Cert CII (MP)
Vince Savidge DipPFS Cert CII (MP)Corporate, Pension & Investment Specialist
Roger Smith DipPFS
Roger Smith DipPFSIndependent Financial Adviser
Tim Sparrow
Tim SparrowAdministrator
Mark Thomas
Mark ThomasManaging Director
Stephen Waite BSc (Hons) DipPFS
Stephen Waite BSc (Hons) DipPFSIndependent Financial Adviser
Scott Woodford DipPFS
Scott Woodford DipPFSIndependent Financial Adviser
Jo Young
Jo YoungParaplanner
James Burrows
James BurrowsAdministration Assistant