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  • Partners
  • Financial Consultants
  • Business Support
Lee Clayton

Lee Clayton

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Chartered Financial Planner, Managing Partner (Financial Consultant) FPFS, CertPFS (DM), Cert CII (MP & ER), MCSI
Richard M Holmes

Richard M Holmes

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Chartered Financial Planner, Partner (T & C Supervisor) FPFS, MCSI
Paul Naisbitt

Paul Naisbitt

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Chartered Financial Planner, Partner (T&C Supervisor) APFS, Cert CII (MP & ER)
Steve Ramsden

Steve Ramsden

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Head of People, Partner
Sophie Thornhill

Sophie Thornhill

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Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner BA (Hons), FPFS, FCSI
Sophie Thornhill

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner
CALL: 07789358734 EMAIL
Myles Locke

Myles Locke

Chartered Financial Planner & Financial Consultant
CALL: 07706 357351 EMAIL
Laura Benson

Laura Benson

Paraplanner
CALL: 0113 387 8240 EMAIL
Melissa Bastow

Melissa Bastow

Consultant Support
CALL: 0113 387 8240 EMAIL
Laura Shaw

Laura Shaw

Consultant Support
CALL: EMAIL
Peter Simpson

Peter Simpson

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Executive Financial Consultant, Partner DipPFS
Peter Simpson

Peter Simpson

Executive Financial Consultant, Partner
CALL: 07807950070 EMAIL
Johnny Newell

Johnny Newell

Financial Consultant
CALL: 07706 310205 EMAIL
Alex Cowell

Alex Cowell

Senior Paraplanner
CALL: 07706 357351  EMAIL
Kathryn Ryan

Kathryn Ryan

Consultant Support
CALL: 0113 387 8240 EMAIL
Logan Simpson

Logan Simpson

Consultant Support
CALL: 0113 387 8240 EMAIL
Shehzad Bashir

Shehzad Bashir

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Associate Financial Consultant DipPFS
Shehzad Bashir

Shehzad Bashir

Associate Financial Consultant
CALL: EMAIL
Matthew Kay

Matthew Kay

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Associate Financial Consultant DipPFS CeMAP
Rajiv Mehta

Rajiv Mehta

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Associate Financial Consultant DipPFS Cert CII (MP)
Richard Ramsden

Richard Ramsden

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Head of Mortgages, Associate Mortgage & Protection Consultant Cert CII (MP)
Deborah Tate

Deborah Tate

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Chartered Financial Planner & Associate Financial Consultant FPFS Cert CII (MP)
Simon Bingham

Simon Bingham

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Chartered Financial Planner & Senior Financial Consultant FPFS, CertPFS (DM)
Adam O'Melia

Adam O'Melia

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Chartered Financial Planner & Associate Financial Consultant APFS
Myles Locke

Myles Locke

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Chartered Financial Planner & Financial Consultant APFS
Myles Locke

Myles Locke

Chartered Financial Planner & Financial Consultant
CALL: 07706 357351 EMAIL
Sophie Thornhill

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner
CALL: 07789358734 EMAIL
Laura Benson

Laura Benson

Paraplanner
CALL: 0113 387 8240 EMAIL
Laura Shaw

Laura Shaw

Consultant Support
CALL: EMAIL
Robert Fayolle

Robert Fayolle

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Chartered Financial Planner & Senior Financial Consultant APFS
Robert Fayolle

Robert Fayolle

Chartered Financial Planner & Senior Financial Consultant
CALL: 07718 424248 EMAIL
Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)
CALL: 07798 900307 EMAIL
Emma Bolt

Emma Bolt

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Deanda King

Deanda King

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Susan Moss

Susan Moss

Consultant Support
CALL: 0113 3878240 EMAIL
Daniel Cook

Daniel Cook

Consultant Support
CALL: 0113 387 8240 EMAIL
Sandisiwe Zwane

Sandisiwe Zwane

Consultant Support
CALL: EMAIL
Andrew Crook

Andrew Crook

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Financial Consultant DipPFS, ACSI, Cert (DM),Cert SMP, Certs CII(MP & ER), Cert CII FS, CeMAP
Daniel Lees

Daniel Lees

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Senior Financial Consultant DipPFS Cert CII (MP)
Ben Grey

Ben Grey

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Financial Consultant DipPFS, Cert CII (MP & ER)
Ben Grey

Ben Grey

Financial Consultant
CALL: 07305 542340 EMAIL
Matthew Kay

Matthew Kay

Associate Financial Consultant
CALL: 07734 357057 EMAIL
Jodie Brunskill

Jodie Brunskill

Senior Consultant Support
CALL: 01274 086612 EMAIL
Matt Tallant

Matt Tallant

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Associate Financial Consultant DipPFS
Adam Firth

Adam Firth

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Financial Consultant BA (Hons) DipPFS
Adam Firth

Adam Firth

Financial Consultant
CALL: 07706 310210 EMAIL
Olivia Jackson

Olivia Jackson

Senior Consultant Support
CALL: 0113 3878240 EMAIL
Keabecwe Mokoena

Keabecwe Mokoena

Consultant Support
CALL: EMAIL
Johnny Newell

Johnny Newell

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Financial Consultant DipPFS
Johnny Newell

Johnny Newell

Financial Consultant
CALL: 07706 310205 EMAIL
Peter Simpson

Peter Simpson

Executive Financial Consultant, Partner
CALL: 07807950070 EMAIL
Alex Cowell

Alex Cowell

Senior Paraplanner
CALL: 07706 357351  EMAIL
Kathryn Ryan

Kathryn Ryan

Consultant Support
CALL: 0113 387 8240 EMAIL
Logan Simpson

Logan Simpson

Consultant Support
CALL: 0113 387 8240 EMAIL
Syed Rizvi

Syed Rizvi

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Financial Consultant BA (Hons) DipPFS
Jonathan Gibson

Jonathan Gibson

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Operations Manager
Jonathan Gibson

Jonathan Gibson

Operations Manager
CALL: 0113 3878240 EMAIL
Steve Ramsden

Steve Ramsden

Head of People, Partner
CALL: 07827445457 EMAIL
Lisa MacCallum

Lisa MacCallum

Receptionist
CALL: 0113 3878240 EMAIL
Adam Saeed

Adam Saeed

Business Administrator
CALL: 0113 3878240 EMAIL
Liz Sheeran

Liz Sheeran

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Compliance Manager
Liz Sheeran

Liz Sheeran

Compliance Manager
CALL: 0113 3878240 EMAIL
Richard Crowther

Richard Crowther

Senior Compliance Officer
CALL: 0113 3878240 EMAIL
Graham Burton

Graham Burton

Training and Competence Supervisor
CALL: 07568529150 EMAIL
Mase Jaarsveld

Mase Jaarsveld

Compliance Officer
CALL: EMAIL
Andrew Gibson

Andrew Gibson

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Finance Manager
Chantelle Davies

Chantelle Davies

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Marketing and Communications Coordinator BA(Hons)
Chantelle Davies

Chantelle Davies

Marketing and Communications Coordinator
CALL: 07842422169 EMAIL
Steve Ramsden

Steve Ramsden

Head of People, Partner
CALL: 07827445457 EMAIL
Sophie Thornhill

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner
CALL: 07789358734 EMAIL
Jonathan Gibson

Jonathan Gibson

Operations Manager
CALL: 0113 3878240 EMAIL
Richard Crowther

Richard Crowther

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Senior Compliance Officer
Richard Crowther

Richard Crowther

Senior Compliance Officer
CALL: 0113 3878240 EMAIL
Liz Sheeran

Liz Sheeran

Compliance Manager
CALL: 0113 3878240 EMAIL
Graham Burton

Graham Burton

Training and Competence Supervisor
CALL: 07568529150 EMAIL
Mase Jaarsveld

Mase Jaarsveld

Compliance Officer
CALL: EMAIL
Graham Burton

Graham Burton

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Training and Competence Supervisor Chartered Financial Planner, APFS, DipPFS
Graham Burton

Graham Burton

Training and Competence Supervisor
CALL: 07568529150 EMAIL
Liz Sheeran

Liz Sheeran

Compliance Manager
CALL: 0113 3878240 EMAIL
Richard Crowther

Richard Crowther

Senior Compliance Officer
CALL: 0113 3878240 EMAIL
Mase Jaarsveld

Mase Jaarsveld

Compliance Officer
CALL: EMAIL
Emma Bolt

Emma Bolt

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Senior Paraplanner DipPFS, Cert CII (FS)
Emma Bolt

Emma Bolt

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)
CALL: 07798 900307 EMAIL
Deanda King

Deanda King

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Susan Moss

Susan Moss

Consultant Support
CALL: 0113 3878240 EMAIL
Daniel Cook

Daniel Cook

Consultant Support
CALL: 0113 387 8240 EMAIL
Deanda King

Deanda King

→

Senior Paraplanner DipPFS
Deanda King

Deanda King

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)
CALL: 07798 900307 EMAIL
Emma Bolt

Emma Bolt

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Susan Moss

Susan Moss

Consultant Support
CALL: 0113 3878240 EMAIL
Daniel Cook

Daniel Cook

Consultant Support
CALL: 0113 387 8240 EMAIL
Alex Cowell

Alex Cowell

→

Senior Paraplanner BA(Hons) DipPFS
Alex Cowell

Alex Cowell

Senior Paraplanner
CALL: 07706 357351  EMAIL
Peter Simpson

Peter Simpson

Executive Financial Consultant, Partner
CALL: 07807950070 EMAIL
Johnny Newell

Johnny Newell

Financial Consultant
CALL: 07706 310205 EMAIL
Kathryn Ryan

Kathryn Ryan

Consultant Support
CALL: 0113 387 8240 EMAIL
Logan Simpson

Logan Simpson

Consultant Support
CALL: 0113 387 8240 EMAIL
Laura Benson

Laura Benson

→

Paraplanner
Laura Benson

Laura Benson

Paraplanner
CALL: 0113 387 8240 EMAIL
Sophie Thornhill

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner
CALL: 07789358734 EMAIL
Alex Cowell

Alex Cowell

Senior Paraplanner
CALL: 07706 357351  EMAIL
Melissa Bastow

Melissa Bastow

Consultant Support
CALL: 0113 387 8240 EMAIL
Laura Shaw

Laura Shaw

Consultant Support
CALL: EMAIL
Stephanie Brown

Stephanie Brown

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Senior Consultant Support Cert CII (MP & SMP)
Stephanie Brown

Stephanie Brown

Senior Consultant Support
CALL: 0113 3878240 EMAIL
Richard Ramsden

Richard Ramsden

Head of Mortgages, Associate Mortgage & Protection Consultant
CALL: 07886822552 EMAIL
Olivia Jackson

Olivia Jackson

→

Senior Consultant Support
Olivia Jackson

Olivia Jackson

Senior Consultant Support
CALL: 0113 3878240 EMAIL
Adam O'Melia

Adam O'Melia

Chartered Financial Planner & Associate Financial Consultant
CALL: 07706 310206 EMAIL
Adam Firth

Adam Firth

Financial Consultant
CALL: 07706 310210 EMAIL
Sarah Bingham

Sarah Bingham

→

Senior Consultant Support
Sarah Bingham

Sarah Bingham

Senior Consultant Support
CALL: 0113 3878240 EMAIL
Simon Bingham

Simon Bingham

Chartered Financial Planner & Senior Financial Consultant
CALL: 07432018220 EMAIL
Jodie Brunskill

Jodie Brunskill

→

Senior Consultant Support
Susan Moss

Susan Moss

→

Consultant Support
Susan Moss

Susan Moss

Consultant Support
CALL: 0113 3878240 EMAIL
Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)
CALL: 07798 900307 EMAIL
Emma Bolt

Emma Bolt

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Deanda King

Deanda King

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Daniel Cook

Daniel Cook

Consultant Support
CALL: 0113 387 8240 EMAIL
Lauren Ellis

Lauren Ellis

→

Consultant Support
Melissa Bastow

Melissa Bastow

→

Consultant Support
Melissa Bastow

Melissa Bastow

Consultant Support
CALL: 0113 387 8240 EMAIL
Sophie Thornhill

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner
CALL: 07789358734 EMAIL
Myles Locke

Myles Locke

Chartered Financial Planner & Financial Consultant
CALL: 07706 357351 EMAIL
Laura Benson

Laura Benson

Paraplanner
CALL: 0113 387 8240 EMAIL
Laura Shaw

Laura Shaw

Consultant Support
CALL: EMAIL
Sofia Tate

Sofia Tate

→

Consultant Support
Sofia Tate

Sofia Tate

Consultant Support
CALL: 0113 387 8240 EMAIL
Deborah Tate

Deborah Tate

Chartered Financial Planner & Associate Financial Consultant
CALL: 07540237665 EMAIL
Sandisiwe Zwane

Sandisiwe Zwane

Consultant Support
CALL: EMAIL
Kathryn Ryan

Kathryn Ryan

→

Consultant Support
Kathryn Ryan

Kathryn Ryan

Consultant Support
CALL: 0113 387 8240 EMAIL
Peter Simpson

Peter Simpson

Executive Financial Consultant, Partner
CALL: 07807950070 EMAIL
Johnny Newell

Johnny Newell

Financial Consultant
CALL: 07706 310205 EMAIL
Logan Simpson

Logan Simpson

Consultant Support
CALL: 0113 387 8240 EMAIL
Logan Simpson

Logan Simpson

→

Consultant Support
Logan Simpson

Logan Simpson

Consultant Support
CALL: 0113 387 8240 EMAIL
Peter Simpson

Peter Simpson

Executive Financial Consultant, Partner
CALL: 07807950070 EMAIL
Johnny Newell

Johnny Newell

Financial Consultant
CALL: 07706 310205 EMAIL
Alex Cowell

Alex Cowell

Senior Paraplanner
CALL: 07706 357351  EMAIL
Kathryn Ryan

Kathryn Ryan

Consultant Support
CALL: 0113 387 8240 EMAIL
Rod Ruiters

Rod Ruiters

→

Consultant Support LL.B
Rod Ruiters

Rod Ruiters

Consultant Support
CALL: EMAIL
Sophie Thornhill

Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner
CALL: 07789358734 EMAIL
Laura Benson

Laura Benson

Paraplanner
CALL: 0113 387 8240 EMAIL
Melissa Bastow

Melissa Bastow

Consultant Support
CALL: 0113 387 8240 EMAIL
Laura Shaw

Laura Shaw

Consultant Support
CALL: EMAIL
Daniel Cook

Daniel Cook

→

Consultant Support
Daniel Cook

Daniel Cook

Consultant Support
CALL: 0113 387 8240 EMAIL
Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)
CALL: 07798 900307 EMAIL
Emma Bolt

Emma Bolt

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Deanda King

Deanda King

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Susan Moss

Susan Moss

Consultant Support
CALL: 0113 3878240 EMAIL
Laura Shaw

Laura Shaw

→

Consultant Support
Gillian Hudson

Gillian Hudson

→

Consultant Support
Gillian Hudson

Gillian Hudson

Consultant Support
CALL: 0113 387 8240 EMAIL
Andrew Crook

Andrew Crook

Financial Consultant
CALL: 01937 371816 EMAIL
Matt Tallant

Matt Tallant

Associate Financial Consultant
CALL: 07530 343723 EMAIL
Keabecwe Mokoena

Keabecwe Mokoena

→

Consultant Support
Keabecwe Mokoena

Keabecwe Mokoena

Consultant Support
CALL: EMAIL
Adam O'Melia

Adam O'Melia

Chartered Financial Planner & Associate Financial Consultant
CALL: 07706 310206 EMAIL
Adam Firth

Adam Firth

Financial Consultant
CALL: 07706 310210 EMAIL
Olivia Jackson

Olivia Jackson

Senior Consultant Support
CALL: 0113 3878240 EMAIL
Sandisiwe Zwane

Sandisiwe Zwane

→

Consultant Support
Sandisiwe Zwane

Sandisiwe Zwane

Consultant Support
CALL: EMAIL
Lee Clayton

Lee Clayton

Chartered Financial Planner, Managing Partner (Financial Consultant)
CALL: 07798 900307 EMAIL
Robert Fayolle

Robert Fayolle

Chartered Financial Planner & Senior Financial Consultant
CALL: 07718 424248 EMAIL
Emma Bolt

Emma Bolt

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Deanda King

Deanda King

Senior Paraplanner
CALL: 0113 3878240 EMAIL
Susan Moss

Susan Moss

Consultant Support
CALL: 0113 3878240 EMAIL
Daniel Cook

Daniel Cook

Consultant Support
CALL: 0113 387 8240 EMAIL
Simbisai Mkudu

Simbisai Mkudu

→

Consultant Support
Mase Jaarsveld

Mase Jaarsveld

→

Compliance Officer
Mase Jaarsveld

Mase Jaarsveld

Compliance Officer
CALL: EMAIL
Liz Sheeran

Liz Sheeran

Compliance Manager
CALL: 0113 3878240 EMAIL
Richard Crowther

Richard Crowther

Senior Compliance Officer
CALL: 0113 3878240 EMAIL
Francess Carr

Francess Carr

→

Finance Officer
Laura Green

Laura Green

→

Finance Assistant
Lisa MacCallum

Lisa MacCallum

→

Receptionist
Adam Saeed

Adam Saeed

→

Business Administrator

FOR A FREE INITIAL CONSULTATION CALL US ON 0113 387 8240

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