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Meet The Team

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Peter Ellis

Chief Executive Officer

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Tom Glanville

Chartered Financial Planner

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Jacob Rudman

Chartered Financial Planner

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Mark Brookman

Chartered Financial Planner

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David Groves

Financial Planner

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Thomas Shoebridge

Financial Planner

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Terry Key

Chartered Financial Planner

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Mike Williams

Chief Financial Officer

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Sam Tisbury

Chartered Financial Planner

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Harry Bailey

Chartered Financial Planner

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Tara Dixon

Chartered Financial Planner

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Jason Haines

Chartered Financial Planner

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James Thomas

Regional Director

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Neil Miller

Chartered Financial Planner

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Lucy Ernest

Chief Integration Officer

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Joanne Dale

Chartered Financial Planner

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Catharine Bennett

Financial Planner

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Dominic Fletcher

Chartered Financial Planner

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Paul Larcombe

Financial Planner

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Calum J Yuill

Financial Planner

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Simon Ewings

Regional Director

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Lee Cleaves

Chartered Financial Planner

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Lorraine Bowen

Financial Planner

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Neil Gore

Regional Director

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Andy Shears

Financial Planner

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Jeremy Glynne-Jones

Chartered Financial Planner

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