Meet The Team
Neil Parker
Founder & CEO
Amanda Summerill
Head of Sales Operations
Jeay Kinghan
Head of Technical
Leigh-Anne Basaraba
Head of Marketing
Richard Carter
Head of Finance
Abi Parker
Head of Business Support
Sean Taylor
Head of Development
Chris Leadbeater
Financial Planner
Georgia Hearfield
Financial Planner
Michael Harrington
Financial Planner
Tomasz Jajko
Sales & Client Relationship Manager
Eva Firth
Paraplanning Manager
Oliver Walls
Senior Paraplanner
Connor Hewitt
Paraplanner
Sam Linley
Paraplanner
Christopher Diboll
Paraplanner
James Burkhart
Trainee Paraplanner
Amy Laroche
Trainee Paraplanner
Liz Keogh
Trainee Paraplanner
Oli McCartney
Client Services Administrator & Estate Planning Specialist
Bethany Mcghee
Client Services Administrator
Ashley Thompson
Client Services Administrator
Kelly Warwick
Client Engagement Team Member
Aaron Turley
Client Engagement Team Member
Jeay Kingham
Head of Technical
Paul Dowling
Deputy Head of Technical
Jasmine Peter
Platform Specialist
Stuart Robinson
Advice and Training & Competence Supervisor
Leigh-Anne Basaraba
Head of Marketing
Peter Chadwick
Marketing & Media Manager
Isobel Moore
Marketing Apprentice
Kai Stanley
Content Creator Apprentice
Richard Carter
Head of Finance
John Ujczak
Management Accountant
Laura Thrower
Finance Administrator
Abi Parker
Head of Business Support
Essam Ahmad
IT Manager
Susan Lidster
HR Administrator
Talk To The Experts
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Real Advice, For Real People
We'll show you:
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When you can afford to retire
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How much money you'll need in retirement
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How to make the most of your pensions and other assets to fund your lifestyle
4.9 out of 5 stars on VouchedFor
"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"
Mr. W
