Meet the team

Jeremy MacLeod

Senior Financial Planner

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Sue Eadon-Butler

Senior Financial Planner

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Nicholas Scragg

Regional Manager and Financial Planner

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Richard Frost ACII Dip PFS

Financial Planner

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Keith Allnutt

Financial Planner

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Geoff Wilkinson

Chartered Financial Planner

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Poonam Pankhania

Chartered Financial Planner

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Peter Evans

Senior Financial Planner

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James Naylor

Chartered Financial Planner

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Jonathan Ace

Financial Planning

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Andrew Marsden

Senior Employee Benefits Consultant

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Natalie Malone

Senior Consultant - Corporate Healthcare

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Karen Gittings

Senior Corporate Benefits Consultant – Group Risk

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Stella Trussler

Associate Consultant - Healthcare & Wellbeing

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Ally Holliday

Chartered Financial Planner

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Rob Smith

Corporate Benefits Consultant Team Manager

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Richard Smith

Chartered Financial Planner

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Adam Walsh

Associate Consultant - Group Risk

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Ian Shrimplin

Financial Planner

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Financial Planner
Steven Aslett

Financial Planner

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Darren Elcock

Associate Consultant - Healthcare & Wellbeing

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Financial Planner
Anne-Marie Large

Financial Planner

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Tuhin Miah

Chartered Financial Planner

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Financial Planner
Laura Stone

Financial Planner

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Financial Planner
Laura Fordham

Financial Planner

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Financial Planner
Neil Adams

Senior Corporate Benefits Consultant

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Karolina Cichy

Financial Planner

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Financial Planner
Andrew Larkin

Financial Planner

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