Yianni Theodorou

Managing Director and Financial Planner

George Bylett

Compliance Director

David Curley

Financial Life Planner

Stephen Trenholm

Head of Financial Planning

Gary Banks

Mortgage Adviser

Nathan Lewis

Client Relationship Manager

Lindsey Hoppley

Adviser Support Coordinator

Nicole MacDonald

Adviser Support

Niko Summers

Junior Administrator

Jules Hornbrook

Social Media Consultant

Gary Myers

Business Development Manager