AdvisersSpecialistsLeadership team Jasmine Abraham Financial Adviser - DipPFS Dan Alder Senior Financial Adviser - Chartered Financial Planner, APFS Steffan Alemanno Senior Financial Adviser - Chartered Financial Planner, APFS Abigail Banks Senior Financial Adviser - Chartered Financial Planner, APFS Jack Barratt Associate Financial Adviser - Chartered Financial Planner, APFS Sarah Beall Financial Adviser - Chartered Financial Planner, FPFS Daniel Blandford Partner - Chartered Financial Planner, FPFS Emily Brear Financial Adviser - DipPFS Donna Buffham Partner - Chartered Financial Planner, APFS, SOLLA Accredited Mark Chicken Financial Adviser - Chartered Financial Planner, APFS Mat Clark Associate Financial Adviser - DipPFS Roger Clarke Partner - Chartered Financial Planner, APFS Matthew Cole Partner – Chartered Financial Planner, APFS Sam Curtis Financial Adviser - DipPFS David Dodgson Partner - Chartered Financial Planner, FPFS Harry Donoghue Financial Adviser - DipPFS Josh Farmer Financial Adviser - DipPFS Nadia Fewlass-Jones Associate Financial Adviser - DipPFS Freddie Fitton Associate Financial Adviser - DipPFS Julian Frere Partner - Chartered Financial Planner, FPFS, CFP Chartered MCSI David Gruenstein Partner - Chartered Financial Planner, FPFS Alex Hatfield Partner - Chartered Financial Planner, FPFS, MCSI Rowan Hedley Financial Adviser – Chartered Financial Planner, CFP™ APFS George Hicks Financial Adviser - Chartered Financial Planner, APFS Abby Ivison Financial Adviser - Chartered Financial Planner, APFS Ellie Jarvis Financial Adviser - Chartered Financial Planner, APFS Jacob Jerome Associate Financial Adviser, DipPFS Alex Kyprianou Partner - Chartered Financial Planner, APFS Alexander Law Financial Adviser - DipFA Daniel Lea Senior Financial Adviser - Chartered Financial Planner, APFS April Leeson Financial Adviser - DipPFS Clare McCarthy Financial Adviser - Chartered Financial Planner, APFS Laura McLean Senior Financial Adviser - Chartered Financial Planner, FPFS Dean McSloy Partner Chris Merry Financial Adviser - DipPFS Robert Morse Senior Partner - Chartered Financial Planner, APFS Sarah Nesbitt Financial Adviser - DipPFS Merve Oral Financial Adviser - Chartered Financial Planner, FPFS Tony Padgett Senior Financial Adviser - Chartered Financial Planner, APFS Alex Roberts Financial Adviser DipPFS Paul Sanders Partner - Chartered Financial Planner, APFS Rohan Sandhu Financial Adviser - DipPFS Daniel Schofield Partner - DipPFS Alex Shields Partner - Chartered Financial Planner, FPFS Kirsty Stone Partner - Chartered Financial Planner, APFS Susan Tait Partner - Chartered Financial Planner, APFS Christie Tillett Financial Adviser - DipPFS Edward Tudor Financial Adviser - DipPFS Pippa Vick Financial Adviser - DipPFS Grace Whalley Associate Financial Adviser - Chartered Financial Planner, APFS Jason Wood Senior Financial Adviser - Chartered Financial Planner, APFS
Skip to main content