Meet the Team

Simon Harvey

Group Managing Director

Paul Davies

Head of Advice UK

Khan McSween

Group Director of Operations

Ross Cameron

Chartered Financial Planner

Kevin Tutt

Financial Planner

Matthew Porter

Financial Planner

Paul Lawson-Tyers

Financial Planner

Jonathan Bertrand

Chartered Financial Planner

Steph Mills

Paraplanning Manager

Lucinda Gale

Paraplanner

Louise Duncan

Paraplanner

Stephen Ford

Paraplanner

Jordan Yardley

Paraplanner

Kevin Chandler

Paraplanner

Peter Bond

Paraplanner

Paul Cook

Client Manager

Melissa Spill

Deputy Client Manager (UK)

Kraig Baldwin

Client Administrator

Natalie Corbett

Client Administrator

Nicole Eddens

Client Administrator

George Elliott

Client Administrator

Laura Pike

Client Administrator

Natasha Mackintosh

Operations Administrator

Carla Neaves

Financial Controller & HR Manager

Samantha Tye

Finance & Officer Administrator

We're Hiring

Join Our Team

We're Hiring

Join Our Team