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01603 760866
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01473 255948
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Norwich:
01603 760866
Ipswich:
01473 255948
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Meet the Team
Board
Dr Andy Wood OBE, DL
Chairman
Henry Gaskin
Managing Director
David Tooley
Director of Client Advice / Chartered Financial Planner
Fran Kemp
Director of Business Services / Fellow (FPFS)
Financial Planning
Andrew Morley
Chartered Financial Planner / Associate Director
Bex Welthy
Financial Planner
Chris Adams
Chartered Financial Planner
Harry Ward
Chartered Financial Planner
Joel Davies
Financial Planner
Lee Barrett
Financial Planner
Mike Moore
Financial Planner
Susan Steel
Financial Planner
Paraplanning
Neil Gregory
Paraplanner Manager
Andrew Stratton
Senior Paraplanner
Douglas Muir
Senior Paraplanner
Ira Everett
Senior Paraplanner
Sophie Smith
Paraplanner
Ethan Nedd
Trainee Technical Support
Josh Bulmer
Trainee Technical Support
Tammy-Lyn Ducker
Trainee Technical Support
Client Services
Akane Taylor
Head of Client Services
Sue Ingram
Client Services Supervisor
Asher Girling
Senior Client Services Support
Gemma Newson
Client Services Support
Georgia Mackelden
Client Services Support
Lindsey McClean
Client Services Support
Corporate Services
Ryan Oates
Corporate Services Director
Darby Reeve
Corporate Services Trainee Adviser
Michelle Morgan
Employee Benefits Technician
Business Support
Aggie McArdle
Assistant to Managing Director
Charlie Crafer
Financial Controller
Charlotte Milito
Receptionist / Business Services Support
Emma Spatchett
Assistant to Financial Controller
Jason Dorsett
Project, Performance & IT/Digital Director
John Griffin
Consultant
Josh Cushion
Marketing Manager
Kimberly Moss
Regulatory Compliance Officer
Laura Pipe
Assistant to Director of Client Advice
Linda Kent
Client Ambassador
Penny Ellis
HR Adviser
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