MEET OUR TEAM

Janice Brooke

Practice Principal & Financial Planner

James Studley

Financial Planner & Commercial Finance Broker

Sam Padbury

Financial Planner

Chris Townson

Mortgage Protection & Equity Release Broker

Meenal Gohri

Mortgage & Protection Broker

Julie Gyarmati

Paraplanner – Investment & Pensions

Deborah Scaife

Practice Manager

Claire Smith

Pensions & Investments Administrator

Kate Clifford

Wealth, Pension & Investments Administrator

Kelsey Gibson

Mortgage & Protection Administrator

Olivia Dean

Mortgage & Protection Administrator

Brian Beatson

Practice Manager

Lauren Copsey

Marketing Coordinator

Sarah Mallinson

Customer Consultant