Harry Baines
Non-Executive Chair, LLB (Hons) – Manchester University, Professional (pensions) Trustee
Hayley Butler
Financial Planning Assistant, Level 3 Business Administration, CF1 UK Financial services, regulations and ethics, FA2 Pensions Administration, CII Level 3 Award in Financial Administration
Bernice Blundell
Partner, Chartered Financial Planner, Fellow of the Pensions Management Institute, Affiliate of the Society of Trust & Estate practitioners
Stephen Caffrey
Chartered Financial Planner, BA Hons Business Marketing Degree, Diploma in Financial Planning, Diploma in Accounting, CeMap Chartered Associate of the London Institute of Banking and Finance
Will Carter
Chartered Financial Planner, Advanced Diploma in Financial Planning, Certificate in Discretionary Investment Management, Award in Long Term Care Insurance, GDL (Graduate Diploma in Law), LPC (Legal Practice Course)
Nick Evans
Senior Adviser, Fellow of the Personal Finance Society, Chartered Financial Planner
Amanda Hastings
Executive Assistant,
Jack Haimes
Technical Administrator, BSc Hons Business and Management, MSc Hons Business Analytics and Finance, Working towards Level 4 Diploma in Regulated Financial Planning
Jenny Kearns
Management Assistant, Cemap (certificate in Mortgage Advice and Practice), CeFA (certificate for Financial Advisers)
Mike Lea
Senior Adviser, BA (Hons) International Management, CII Advanced Diploma in Financial Planning (APFS), CISI Chartered Wealth Manager, Chartered Fellow of the Chartered Institute of Securities & Investments (FCSI)
Moira O’Shaughnessy
Managing Partner, Chartered Financial Planner, MBA Liverpool Business School, Associate of the Personal Finance Society
John Phelan
Board Member,
Mark Ralphs
Founding Partner,
Helen Thomas
Chartered Financial Planner, Fellow of the Personal Finance Society, Chartered Financial Planner, Certificate in Advanced Financial Planning, Working towards the Certified Financial Planner certification
Paul Welsh
Senior Adviser, Chartered Financial Planner, Certified Financial Planner professional, Affiliate of STEP, Chartered Wealth Manager
Lewis Armstrong
Financial Planner,
Dean Gough
Head of Operations,
Hannah Miller
Service Manager,
Catherine Martin
Financial Planner,
