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Craig Palfrey
Certified Financial Planner
Oliver Pughe
Financial Planner
Gavin Baos
Tom Davies
Nathan Cardy
Financial Adviser
Michael White
Mortgage Adviser
Rhys Williams
Chris Arnold
Rhianydd Summerhayes
Business Integrator
Lisa Rendell
Head of Technical Team
Liza Clarke
Business Manager
Matthew Shanahan
Protection Specialist
Raheim Khalid
Client Relationship Team
Lucia Ford
Technical Support Team
Rohini Taral
Dan Herridge
Trainee Paraplanner
Alex Freeman
Technical Team
Tom Gamble
Hetvi Shah
Client Support Team Leader
Manali Shah
Client Support Team
Vivek Koya
Ami Darji
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