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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Greg Reid

Director

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Alison Malton

Chair

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Jonathan Wall

Chief Financial Officer

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Lance Peltz

Head of Investment

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Richard Heath

Technical Director

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Roy McLoughlin

Director

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David Tom

Associate Director

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David Healy

Associate Director

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Jenny Earl

Associate Director

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Mathew Bonney

Associate Director

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Jack Williams

Associate Director

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Emma Hammond

Associate Director

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Kyle Glowacki

Financial Adviser

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Hana Griffin

Financial Adviser

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Ryan Powlesland

Financial Adviser

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Debbie Sayles

Practice Manager

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Cheryl Hurley

Business Support Manager

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Sam Gerrish

Financial Planner

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Tom Marsh

Financial Planner

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Aaron Pinch

Financial Planner

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Tim Grace

Financial Planner

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Anna Jollans

Financial Planner

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Rob Reed

Financial Planner

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Katrina Philander

Investment Implementation Manager

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Nishant Bose

Investment Analyst

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Amy Harris

Head of Client Services

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Wendy Bates

Client Services Manager

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Nadene Moser

Client Support

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Konyinsola Olanrewaju

Client Support

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Rachel Byrne

Client Support

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James Davis

Client Support

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Andrew Sayers

Client Support

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Tanya Potts

Senior Client Support

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Ellie Harper

Business Development Support

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Claire Steiner

HR

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About us