Meet the Team

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Craig Palfrey

Certified Financial Planner

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Gavin Baos

Financial Planner

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Oliver Pughe

Financial Planner

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Tom Davies

Financial Planner

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Dan Herridge

Financial Planner

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Callum McCarthy

Financial Planner

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Dino Bartholomew

Financial Planner

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Bleddyn Taylor

Servicing Financial Adviser

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Laura White

Client Servicing Adviser

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Matthew Shanahan

Protection Specialist

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Cellan Williams

Estate Planning Specialist

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Michael White

Mortgage Adviser

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Chris Arnold

Mortgage Adviser

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Rhianydd Summerhayes

Business Integrator

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Lisa Rendell

Head of Technical Team

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Liza Clarke

Business Manager

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Liz Sweetman

Client Relationship Team Supervisor

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Melissa Gibbs

Client Relationship Team

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James Morley

Client Relationship Team

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Tom Gamble

Paraplanner

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Lloyd Davies

Trainee Paraplanner

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Oliver Spensley

Technical Team

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Isobel Sillitoe

Technical Team

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Hetvi Shah

Client Support Team

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Vivek Koya

Client Support Team

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Manali Shah

Client Support Team

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Urmi Savla

Client Support Team

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Rohini Taral

Client Support Team

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Shruti Jadhav

Client Support Team