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Craig Palfrey
Certified Financial Planner
Oliver Pughe
Financial Planner
Gavin Baos
Thomas Davies
Financial Adviser
David Smith
Michael White
Mortgage Adviser
Rhys Williams
Chris Arnold
Mike Carberry
Employee Benefit Specialist
Rhianydd Summerhayes
Business Integrator
Lisa Rendell
Head of Client Services
Liza Clarke
Business Manager
Matthew Shanahan
Protection Specialist
Ruby
Client Relationship Team
Raheim Khalid
Nathan Cardy
Paraplanner
Lucia Ford
Client Services Team
Ashleigh Parfitt
Oliver Simmonds
Alex Freeman
Cath Carberry
PA to Mike Carberry
Vivek Koya
Client Support Team
Hetvi Shah
Client Support Team Leader
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