Our Team

Gabrielle Beaumont

Chief Executive Officer

Matt Taylor

Chief Financial Officer

Stuart Harding

Chief Operating Officer

Barry Strathearn

Chief Compliance Officer

Chris Merry

Chairman

Steve Cohen

Non-Executive Director

Adam Lizzimore

Marketing Manager

Alan Ball

Chartered MCSI, Chartered Wealth Manager

Ali Murden

Administrator

Amanda MacDonald

Head of Client Service

Andrea Gordon

Paraplanner

Andrew Dean

Operations Executive

Andrew McCrea

Administrator

Angela Proctor

Certified Financial Planner

Audrey McGarry

Senior Administrator

Carly Ferguson

Senior Paraplanner

Carole Chandler

Client Support

Catherine Mahay

Client Support

Charlie Rossiter

Associate Financial Planner

Charlotte Bareham

Trainee Paraplanner

Cheryl Pack

Compliance Manager

Chris Bain

Chartered Financial Adviser

Claire Dolan

Admin Team Lead

Claire Egan

Secretarial Support

Claire Ingham

Paraplanner

Dan Skinner

Financial Planner

Deborah White

Financial Planner

Donna Maloney

Novation and Reconciliation Manager

Douglas McCrea

Independent Financial Adviser

Dylan Pavier

Administrator

Elaine Delaney

Senior Administrator

Elena Belu

Senior Compliance Associate

Emily Bett

Paraplanner

Emma Gibb

Chartered Wealth Manager

Gail McPherson

Senior Administrator

Gerard Cumming

Mortgage and Protection Adviser

Gill Reid

Client Support

Gillian O'Donnell

Mortgage Team Lead

Gillian Toner

Paraplanner

Graeme Melrose

Chartered Financial Adviser

Grant Lymer

Financial Planner

Grant Smith

Senior Paraplanner

Heidi Bisset

Client Manager

Ian Robinson

Training and Competence Manager

Ian Wilkinson

Senior Paraplanner

Jack Shipley

Interim Financial Planning Support Manager

James Russell

Chartered Financial Planner

Jason Warner

Paraplanner

Jenny Pritchard

Senior Administrator

Jimmy Mitchell

Head of Paraplanning

Jonathan Campbell

Investment and Pension Specialist

Jonathan Rice

Investment and Pension Consultant

Joy Griffin

Chartered Financial Planner

Kathy Whatmough

Investment and Pension Consultant

Kerrie Callow

Paraplanner

Leanne Bilby

Human Resources Manager

Lee Anne McGinty

Administrator

Lesley McGinty

Senior Administrator

Lesley-Anne MacGregor

Director of Operations (McCrea)

Liam Bray

Financial Planner

Lian Brown

Change and Implementation Manager

Louise Hogg

Chartered Financial Planner

Lynne Meek

Chartered Financial Planner

Mandy Crozier

Investment and Pension Consultant

Mark Swallow

Financial Planner

Martyn Southam

Regional Director

Meetul Khera

Head of Finance

Michael Macadam

Chartered Financial Adviser

Mike Rosevear

Senior Financial Planner

Minna Panahinejad

Financial Planner

Neil Shanley

Financial Analyst

Peter Frogson

Financial Planner

Peter Haigh

Financial Planner

Rory Craig

Chartered Wealth Manager, Chartered Financial Planner

Ross McCrea

Head of Marketing (McCrea)

Ryan Watt

Independent Financial Adviser

Sally Jackson

Chartered Financial Planner

Sanjay Lukka

Corporate Development Director

Sheena Davidson

Client Manager

Steven Montague

Operations Manager

Steven Parsons

Head of IT

Sue Zanzarella

Financial Planner

Susan Ball

Business Support Manager

Sylvia Bentham

Chartered FCSI, Certified Financial Planner, Chartered Financial Planner

Tim Stubbins

Chartered Financial Planner

Tom Hyslop

Chartered Wealth Manager

Tracey Henderson

Senior Administrator

Troy Peasley

Administrator

Wendy Robertson

Client Manager

Yvonne Kinnear

Senior Administrator