All Staff

Ed Russell

Finance & Operations Director

Mark Fielding

Managing Director (Chartered Accountants)

Adam Piplica

Financial Planner

Ben Carrington

Tax Assistant

Benjamin Lumley

Assistant Paraplanner

David Best

Will Writing Associate

David Cowling

Office Administrator

Davis Geidans

Trainee Paraplanner

George Smith

Associate - Financial Planner

George Birkby

Assistant Audit manager

Jayne Turner

Business Development & Marketing Associate

Joe Fielding

Assistant Paraplanner

Josh Rutherford

Chartered Financial Planner

Joy Lockwood

Trust Manager

Julie Hobson

Accounts Manager

Kerri Carter

Accounts Manager

Luke Feve

Assistant Paraplanner

Luke Sild

Audit & Accounts Assistant

Matt Beasty

Senior Accounts Manager

Peter Dalton

Assistant Paraplanner

Richard McCarthy

Senior Associate - Financial Planner

Shabab Gulfraz

Senior Associate/Chartered Financial Planner

Sian Wood

Compliance Manager

Suman Khan

Assistant Accounts Manager

Thomas Johnson

Financial Planner

Tom Clarke

Assistant Audit Manager

Vicky Booth

Audit Manager