Adam Lloyd

Wealth Management Consultant

Leicester

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Adele Batchelor

Senior Employee Benefits Consultant

London (Gutter Lane)

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Adeline Christy

Wealth Management Director

Aberdeen

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Adrian Firth

Employee Benefits Consultant

Leicester

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Adrian Tomaino

Wealth Management Consultant

Hessle

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Alan Thomson

Director, Chartered Financial Planner

Belfast

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Alan Wilmont

Wealth Planner

Lincoln

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Alastair Raine

Managing Director – Wealth Planning

Redcar

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Albert Har

Wealth Management Consultant

Leicester

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Alex Harrington

Wealth Management Consultant

Leicester

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Alex Kirkpatrick

Chartered Wealth Planner

Surrey

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Alex Walker

Wealth Management Consultant

Leicester

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Amal Cowan

Wealth Management Consultant

Macclesfield

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Amal Mashru

Wealth Management Consultant

London (Gutter Lane)

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Amit Joshi

Managing Director of Wealth

Leicester

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Amy Maxwell

Chartered Financial Planner

Stockport

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Amy Shah

Wealth Management Consultant

Southport

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Andrew Dickinson

Employee Benefits Team Director

London (Gutter Lane)

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Andrew Goulter

Wealth Management Consultant

Leicester

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Andrew Weston

Chartered Wealth Planner

Sheffield

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Andy Robbins

Senior Employee Benefits Consultant

London (Gutter Lane)

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Anfal Malik

Wealth Management Consultant

Leicester

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Anthony Hardy

Chartered Financial Planner

Essex

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Anthony Rowe

Wealth Management Consultant

Leicester

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Anthony Sillett

Senior Employee Benefits Consultant

Leicester

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April Ritchie

Wealth Management Consultant

Aberdeen

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Bal Kaur

Wealth Management Consultant

Leicester

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Ben Beaumont

Wealth Management Consultant

Leicester

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Ben Black

Wealth Management Consultant

Leicester

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Billy Hockley

Wealth Management Consultant

Essex

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Bob Woods MBE

Founder and Senior Adviser

Leicester

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Bradley Malloy

Wealth Planner

London (Austin Friars)

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Callum Griffiths

Wealth Management Consultant

London (Gutter Lane)

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Cameron Millar

Wealth Management Consultant

Aberdeen

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Cameron Rueppel

Wealth Management Consultant

Leicester

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Carole Leigh

Employee Engagement Consultant

Leicester

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Catherine Endean

Mortgage and Protection Adviser

Redcar

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Charles McSwiggan

Chartered Wealth Planner

Surrey

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Charlie Bass

Wealth Management Consultant

Leicester

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Charlie Harnett

Wealth Management Consultant

Leicester

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Chetan Mistry

Wealth Management Director

Leicester

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Chris Marsh

Chartered Financial Planner

Stockport

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Christopher Crichton-Rankin

Wealth Management Consultant

Liverpool

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Christopher Hardman

Chartered Financial Planner

Stockport

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Christopher Woodhams

Managing Director – Wealth Planning

Redcar

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Claire Costello

Wealth Management Consultant

London (Gutter Lane)

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Claire Stockwell

Wealth Planner

Harrogate

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Daniel Robins

Fellow & Chartered Financial Planner

Essex

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Dave Jackson

Chartered Financial Planner

Stockport

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Dave Welch

Mortgage & Protection Adviser

Buckinghamshire

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David Banks

Wealth Management Consultant

Edinburgh

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David Gibson

Wealth Management Consultant

Aberdeen

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David McSweeney

Senior Employee Benefits Consultant

Aberdeen

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David Prince

Wealth Planner

London (Austin Friars)

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David Wright

Wealth Management Consultant

London (Gutter Lane)

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Davinder Grewal

Wealth Management Team Director

Leicester

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Dawn Patrick

Wealth Planner

Hessle

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Dean Wilkinson

Wealth Management Consultant

Leicester

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Deana Lee

Wealth Planner

Hessle

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Dev Vagani

Wealth Management Consultant

Leicester

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Diane Lang

Wealth Management Consultant

Southport

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Dilan Shah

Wealth Management Consultant

Leicester

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Dominic Close

Wealth Planner

Surrey

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Ebie Holmes

Financial Planner

Stockport

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Ed Watling

Head of Health and Wellbeing

Glasgow (W George St)

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Eddy Woore

Wealth Management Director

Leicester

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Elliot Lee

Wealth Planner

Macclesfield

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Elliot Owen

Financial Planner

Stockport

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Elliott Reeve

Wealth Management Consultant

Grimsby

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Emily Huddart

Wealth Planner

Harrogate

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Emma McNulty

Chartered Financial Planner

Stockport

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Emma Thomas

Senior Consultant

Liverpool

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Eve Allum

Wealth Planner

Essex

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Femi Folorunso

Wealth Management Director

Leicester

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Gideon Bramble

Wealth Management Consultant

Leicester

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Giles Porteous

Senior Employee Benefits Consultant

Edinburgh

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Graeme Howell

Senior Employee Benefits Consultant

Newmarket

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Graham McIntosh

Employee Engagement Consultant

Aberdeen

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Graham Morgan

Chartered Financial Planner

Stockport

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Greg Pogonowski

Wealth Planner

Essex

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Gregory Duncan

Chartered Wealth Planner

Buckinghamshire

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Gursharn Benning

Employee Benefits Consultant

Edinburgh

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Haidar Ali Bokhari

Wealth Management Consultant

Leicester

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Hamzah Oozeerally

Adviser

Leicester

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Harry Anderson

Wealth Management Consultant

Edinburgh

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Harry Solomons

Wealth Management Consultant

Leicester

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Helena Bourner

Wealth Planner

Redcar

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Henry Allen

Wealth Management Consultant

Leicester

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Iain Scott

Wealth Planner

York

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Ian Corcoran

Wealth Management Consultant

Lytham

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Ian Fleming

Wealth Management Consultant

Surrey

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Ian Hemingway

Wealth Management Director

Southport

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Ian Watson

Wealth Planner

Abingdon

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Iffat Rahman

Wealth Management Consultant

Leicester

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Jack Rossi

Wealth Management Consultant

Leicester

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Jacob Wright

Financial Planner

Lincoln

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Jacqui Kyle

Financial Planning Consultant

Belfast

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Jake Cunliffe-Neale

Financial Planner

Stockport

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James Elliot

Chartered Financial Planner

Stockport

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James Everett

Wealth Management Consultant

Leicester

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James Foston

Wealth Planner

Grimsby

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James Hounsell

Team Director

London (Gutter Lane)

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James McDonald

Employee Benefits Consultant

Glasgow (W George St)

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Jamie Parker

Wealth Planner

Macclesfield

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Jaspal Singh

Wealth Management Consultant

Leicester

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Jo Aitken

Employee Benefits Consultant

Edinburgh

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Joann Mackreth

Chartered Wealth Planner

Macclesfield

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Joe Turner

Wealth Management Consultant

East Lancashire

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John Dooher

Business Development Director

Belfast

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John Kelly

Wealth Management Consultant

Leicester

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Jon Beardsall

Wealth Planner

Hessle

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Jon Whitmarsh

Wealth Management Consultant

Southport

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Jonathan Gutteridge

Wealth Management Consultant

Leicester

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Jordan Vanderkamp

Wealth Management Consultant

Stockport

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Jose Gigante

Wealth Management Consultant

Leicester

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Josh Gaffney

Wealth Management Consultant

Sheffield

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Josh Greasley

Wealth Management Consultant

Leicester

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Joshua Davis

Wealth Management Consultant

Newmarket

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Josie Turi

Wealth Management Consultant

London (Gutter Lane)

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Joy Chaplin

Employee Benefits Consultant

Leicester

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Julie Kelway

Wealth Management Consultant

Manchester

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Julie Wilson

Chartered Financial Planner

Glasgow (Old Glasgow Road)

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Justin Grant

Team Director

Aberdeen

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Justin Hunt

Wealth Management Consultant

Leicester

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Kai Ansari

Financial Planner

Stockport

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Kam Singh

Wealth Management Consultant

Leicester

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Kamran Solanki

Wealth Management Consultant

Leicester

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Karen Robertson

Wealth Planner

Glasgow (Old Glasgow Road)

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Karl Baker

Wealth Management Consultant

Southport

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Kat Howard

Wealth Management Consultant

Southport

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Kathryn Rodriguez

Employee Benefits Consultant

Manchester

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Kenneth Hopewell

Wealth Planner

Sheffield

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Kieran Mehngar

Team Director

London (Gutter Lane)

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Kulmeet Singh

Wealth Management Consultant

Leicester

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Kyle McLean

Wealth Management Consultant

Redcar

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Lee Smythe

Managing Director – Wealth Planning

Kent

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Liam Baxter

Financial Planner

Stockport

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Lisa McCaw

Senior Wealth Planner

Sheffield

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Mark Edmonson

Chartered Financial Planner

Glasgow (Old Glasgow Road)

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Mark Redmond

Employee Engagement Consultant

Manchester

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Martin Hellier

Senior Employee Benefits Consultant

London (Gutter Lane)

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Martin Scarrott

Wealth Management Consultant

Birmingham

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Marvin Owens

Wealth Management Consultant

Sheffield

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Mathew Rann

Senior Employee Benefits Consultant

London (Gutter Lane)

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Matt Jones

Chartered Financial Planner

Stockport

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Matt Laing

Senior Employee Benefits Consultant

Manchester

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Matt Lawrie

Wealth Management Consultant

Leicester

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Matt O’Hara

Wealth Management Consultant

Leicester

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Matt Parry

Wealth Management Consultant

Southport

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Matthew Lowe

Wealth Management Consultant

Leicester

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Matthew Peoples

Financial Planner

Stockport

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Matthew Shaw

Chartered Financial Planner

Leicester

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Matthew Testa

Chartered Financial Planner

Stockport

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Max Spencer

Wealth Management Consultant

London (Gutter Lane)

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Megan Lightfoot

Mortgage & Protection Adviser

Redcar

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Michael Bell-Smith

Wealth Management Consultant

Lytham

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Michael Fryer

Wealth Management Consultant

Newcastle

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Michael Hand

Senior Employee Benefits Consultant

Newmarket

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Michael Robinson

Associate Director – Wealth Planning

London (Austin Friars)

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Michael Wright

Group Managing Director (Growth)

Leicester

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Michaela Robson

Wealth Planner

Sheffield

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Mike Nevill

Employee Benefits Consultant

London (Gutter Lane)

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Mike Pole

Adviser

Leicester

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Mike Stirrup

Wealth Management Consultant

Macclesfield

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Mohamed Panjwani

Wealth Management Consultant

Leicester

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Nathan Lloyd

Wealth Management Consultant

Liverpool

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Nathan Smith

Wealth Management Consultant

Leicester

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Neil Farndon

Wealth Management Consultant

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Neil Parry

Wealth Planner

Macclesfield

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Nick Helyar

Wealth Planner

East Malling

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Nick Howarth

Head of International Employee Benefits

Preston

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Nilay Joshi

Wealth Management Consultant

Leicester

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Nimmy Uppal

Employee Engagement Consultant

Leicester

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Oliver Brennand

Wealth Management Consultant

Lytham

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Oliver Hadden

Wealth Management Consultant

Southport

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Omar Quareshy

Wealth Management Consultant

Leicester

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Patrick Dryden-Stuart

Financial Planner

Stockport

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Paul Brennan

Chartered Financial Planner

Stockport

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Paul Cliffe

Team Director

Leicester

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Paul Witkiewicz

Wealth Management Consultant

Southport

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Peter German

Financial Planner

Stockport

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Praful Mistry

Financial Planner

Stockport

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Rachel Gooda

Wealth Management Consultant

London (Gutter Lane)

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Rahul Sida

Wealth Management Consultant

Leicester

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Rajiv Soni

Wealth Management Consultant

Leicester

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Richard Bell

Wealth Planner

Southampton

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Richard Spring

Wealth Planner

Surrey

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Richard Todd

Wealth Management Consultant

Leicester

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Rishi Lad

Wealth Management Consultant

Leicester

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Robert Dixon

Chartered Wealth Planner

Newcastle

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Robert Doogan

Chartered Financial Planner

Stockport

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Robin Smith

Wealth Planner

York

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Ryan Hesketh

Wealth Management Consultant

East Lancashire

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Ryan Richards

Wealth Management Consultant

London (Gutter Lane)

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Sacha Williams

Chartered Wealth Planner

Surrey

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Safwan Varda

Wealth Management Consultant

Leicester

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Saira Chambers

Managing Director of Employee Benefits

Manchester

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Sam Pollard

Wealth Management Consultant

Leicester

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Samantha Creeden

Wealth Planner

Southampton

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Sara Wiley

Employee Benefits Consultant

Manchester

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Sarah Lees

Wealth Management Consultant

Preston

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Sarah Robinson

Wealth Management Consultant

Southport

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Saroj Ekanayake

Wealth Management Consultant

Leicester

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Scott Elgie

Wealth Planner

Essex

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Sean McSweeney

Employee Benefits Team Director

Manchester

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Sean Westwood

Employee Benefits Director

Edinburgh

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Shane Stodd

Wealth Management Consultant

Leicester

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Shea Lynch

Wealth Management Consultant

Belfast

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Simon Howard

Wealth Management Consultant

Southport

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Stacy Cushnan

Wealth Management Consultant

Glasgow (W George St)

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Stephen Hudson

Wealth Planner

Grimsby

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Stephen Seward

Wealth Management Consultant

Hessle

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Steve Bayes

Wealth Management Consultant

East Lancashire

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Steve Eggleton

Wealth Management Consultant

Leicester

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Steve Pemberton

Senior Employee Benefits Consultant

Manchester

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Steven McKay

Senior Employee Benefits Consultant

Edinburgh

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Steven Randall

Wealth Management Consultant

Newmarket

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Taj Johal

Wealth Management Consultant

Preston

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Terry Cosgrove

Wealth Management Consultant

Liverpool

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Thomas Collins

Wealth Planner

London (Austin Friars)

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Thornton Wells

Wealth Management Consultant

Birmingham

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Tim Anderson

Senior Financial Planner

London (Gutter Lane)

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Timothy Baggaley

Wealth Management Consultant

Sheffield

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Tom Birkinshaw

Wealth Management Consultant

Leicester

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Tom Dodd

Wealth Management Consultant

Lytham

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Tom Duckworth

Wealth Management Consultant

Newmarket

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Tom Martin

Senior Employee Benefits Consultant

Manchester

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Tom Mayne

Wealth Management Consultant

Leicester

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Tony Rimmer

Wealth Management Consultant

Southport

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Victoria Bell

Wealth Management Consultant

East Lancashire

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Vikesh Patel

Wealth Management Consultant

Leicester

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Wasim Mehmood

Wealth Planner

Abingdon

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Wayne Tucker

Wealth Planner

Derby

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Will Maloney

Wealth Planner

Southampton

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Will Ramirez

Wealth Planner

Lincoln

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William Amps

Wealth Management Consultant

Newmarket

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Yasin Patel

Wealth Management Director

Leicester

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