Meet the team

Our people define who we are. We believe we have an excellent team, with complimentary knowledge and skills, but all with a desire to look after the client. Please click on the pictures below to get more information about some of those working for us

Adrian Ware

CEO

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Derek Smith

Managing Director

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Greg Reid

Director

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Alison Malton

Chair

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Jonathan Wall

Chief Financial Officer

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Roy McLoughlin

Associate Director

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Andy Rimmer

Associate Director

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David Tom

Associate Director

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Jenny Earl

Associate Director

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David Parks

Associate Director

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Lance Peltz

Head of Investment

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Debbie Sayles

Operations Manager

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Cheryl Hurley

Client Support Manager

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Jack Williams

Financial Adviser

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Andy Wilson

Financial Planner

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Anthony Phillips

Financial Planner

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Kyle Glowacki

Financial Planner

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Jeremy Moxon

Financial Planner

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Katrina Philander

Investment Analyst

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Tim Martin

Investment Analyst

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Ryan Powlesland

Client Support

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Sam Gerrish

Client Support

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Amy Harris

Client Support

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Lucia Frappaolo

Client Support

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Ken Naunton

Client Support

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Claire Steiner

HR

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Tanya Potts

Front of House

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Tokelo Mogase

Front of House

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About us