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

Paul Lawson-Tyers

Financial Planner

Jonathan Bertrand

Chartered Financial Planner

Matthew Porter

Financial Planner

Kevin Tutt

Financial Planner

Steph Mills

Paraplanning Manager

Carla Neaves

Financial Controller & HR Manager

Paul Cook

Client Manager

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