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Craig Palfrey
Certified Financial Planner
Oliver Pughe
Financial Planner
Gavin Baos
Dino Bartholomew
Tom Davies
Dan Herridge
Financial Adviser
Callum McCarthy
Michael White
Mortgage Adviser
Chris Arnold
Matthew Shanahan
Protection Specialist
Rhianydd Summerhayes
Business Integrator
Lisa Rendell
Head of Technical Team
Liza Clarke
Business Manager
Jaia Sandhu
AI & Data Officer
Lola-Mae Thomas-Collins
Client Relationship Team Manager
Alecs Villacorta
Client Relationship Team
Melissa Gibbs
Georgette Ward-Henry
Rohini Taral
Oliver Spensley
Technical Team
Tom Gamble
Lloyd Davies
Hetvi Shah
Client Support Team Leader
Vivek Koya
Client Support Team
Manali Shah
Ami Darji
Urmi Savla
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