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Craig Palfrey
Certified Financial Planner
Oliver Pughe
Financial Planner
Gavin Baos
Tom Davies
Dino Bartholomew
Dan Herridge
Callum McCarthy
Michael White
Mortgage Adviser
Chris Arnold
Cellan Williams
Estate Planning Specialist
Matthew Shanahan
Protection Specialist
Laura White
Client Servicing Adviser
Bleddyn Taylor
Servicing Adviser
Rhianydd Summerhayes
Business Integrator
Lisa Rendell
Head of Technical Team
Liza Clarke
Business Manager
James Wareham
Digital Operations Manager
Isobel Sillitoe
Client Relationship Team
Melissa Gibbs
James Morley
Oliver Spensley
Technical Team
Tom Gamble
Lloyd Davies
Hetvi Shah
Client Support Team
Vivek Koya
Manali Shah
Urmi Savla
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