Meet the Directors
Please use the links below to learn more about the Directors.
Michael Harper
Managing Director
Karla Bellamy
Business Owner and Financial Controller.
Meet the Advisers
Please use the links below to learn more about the Advisers.
Ian Finn
Chartered Financial Planner
Bella Clark
Financial Consultant
Kirsty Mathis
Financial Consultant
Meet the Technical Team
Please use the links below to learn more about the team.
Louise Glasby
Strategic and Technical Lead
Natalie Onslow
Marketing and Client Relations Manager
Alex Harding
Technical Services Manager
Steve Harris
Technical Consultant
Ben Ball
Technical Analyst
Macy Norman
Trainee Technical Analyst
Meet the Client Services Team
Please use the links below to learn more about the team.
Cheryl Boyd
Client Services Manager
Amy McDonnell
Deputy Client Services Manager
Anita Gomez
Personal Assistant
Jane Lewis
Senior Client Services Specialist
Milan Chandarana
Adviser Assistant
Ashton Coles
Apprentice In Business Administration
Accreditation
