It’s all about the people...


Our business is about expertise and service, so to be successful we need great people.

And that's what we have. Our Financial Planners don't work alone. They're part of a team which includes Technical Analysts and  Client Support Administrators. This approach means our clients have access to a wide pool of expertise and first class client service - and our Advice team can focus on what they do best. 

The Board

Mike Holden – Group CEO

Mike Holden

Group CEO

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Joel Adams – Group Technical Director

Joel Adams

Group Technical Director

Our Team

Stephen Whitby – Chartered Financial Planner

Stephen Whitby

Chartered Financial Planner

John Mather – Financial Planner

John Mather

Financial Planner

Alastair Cuthbert – Professional Introducer

Alastair Cuthbert

Professional Introducer

Alan Shanks – Professional Introducer

Alan Shanks

Professional Introducer

Maureen McDonald – Client Support Administrator

Maureen McDonald

Client Support Administrator

Sarah Hammond – Head of Risk Management

Sarah Hammond

Head of Risk Management

Jill Jones – Client Support Manager

Jill Jones

Client Support Manager

Amanda Deaville – Finance Executive

Amanda Deaville

Finance Executive

Nicola Kane – HR & Facilities Executive

Nicola Kane

HR & Facilities Executive

Andy Kirke – I.T. Manager

Andy Kirke

I.T. Manager

Work With Us

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