Meet the Team
Please use the links below to learn more about the team.
Rob Deaves
Wealth Manager
Dan Brown
Wealth Manager
James Mayo
Wealth Manager
Charlotte Griffiths
Office Manager
Santosh Parmar
Practice Manager
Jordan Beard
Trainee Paraplanner
Sarah Burton
Senior Paraplanner
Nimrah Iftikhar
Client Support Specialist
Jamie Ward
Client Support Specialist
Jac Connah
Administrator
