Meet the team

Jeremy MacLeod

Senior Financial Planner

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Glynn Jones

Product Development Director

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Richard Frost ACII Dip PFS

Financial Planner

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Gerard Dufficy

Consultant

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Darren Elcock

Associate Consultant - Healthcare & Wellbeing

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Keith Allnutt

Financial Planner

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Geoff Wilkinson

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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Sue Eadon-Butler

Senior Financial Planner

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Natalie Malone

Senior Consultant - Corporate Healthcare

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David Lloyd

Chartered Financial Planner

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Poonam Poojara

Chartered Financial Planner

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Karen Gittings

Senior Corporate Benefits Consultant – Group Risk

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Ian Hill

Senior Corporate Benefits Consultant

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Stella Trussler

Associate Consultant - Healthcare & Wellbeing

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Kelsey Gladwell

Financial Planner

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Neil Wheelan

Senior Corporate Benefits Consultant

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Rob Smith

Senior Corporate Benefits Consultant

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Adam Williams

Associate Consultant - Risk & Reward

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Richard Smith

Chartered Financial Planner

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Adam Walsh

Associate Consultant - Group Risk

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Alan Gibson

Chartered Financial Planner

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Anne-Marie Large

Financial Planner

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Ian Shrimplin

Financial Planner

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Joe Iannelli

Financial Planner

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Natalie Ferguson

Financial Planner

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Stephanie McClarence

Financial Planner

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David Campbell

Financial Planner

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Nicholas Scragg

Financial Planner

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Steven Aslett

Financial Planner

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