The people that make our world go round
We are a people focused business who place great importance on creating rapport and building trust with everyone we work with. Each of our employees is amazing individually and as a team we share the same vision, values, standards and goals. We are very proud of our team.
Chris Poole
Managing Director
Samir Gupta
Business Consultant
Nicola Poole
Operations Manager
Tim Moullin
Senior Independent Financial Adviser
Alice Keel
Wealth Management Administrator
Richard White
Head of Compliance & Accounts
Matt Pearson
Financial Planner
Jack Mills
Client Manager
Tanya Green
Employee Benefits Account Manager
Lelane Bray
Senior Client Executive
Emma Hall
Client Manager
Chris Durrant
Group IT Manager
Patrick Tyler
Chartered Financial Planner
Rob Neary
Client Manager Team Leader
Peter Styles
Independent Financial Adviser
Nick Pourak
Employee Benefits & Pension Administrator
Sunny Davis
Pensions Administrator
Amy Stratford
Employee Benefits Account Manager
Charlotte Pursey
Accounts Administrator
Matthew Anderson
Group Risk & Healthcare Consultant
Alex Marshall
Capital Projects Executive
Ravi Cooppen
Independant Financial Adviser
Alison Haigh
Employee Benefits Account Manager
Gergana Stefanova
Mortgage & Protection Adviser
Robert Guile
Head of Employee Benefits
Howard Cox
Chartered Financial Planner
Niamh Haigh
Pensions Administrator
Anna Sheldrake
Accounts Administrator
Catherine Kavossi
Employee Benefits Account Manager
Harry Morgan
Client Manager
Nadeem Mian
Independant Financial Adviser