Meet the Team

Meet the Team
  • Angela Maher, BA DipPFS

    Managing Director
  • Jon Landy, BSc (Hons) DipPFS

    Director, Independent Financial Adviser
  • Celia Evans, BA(Hons) APFS

    Director, Chartered Financial Planner
  • Daniel Frampton FPFS

    Chartered Financial Planner - Fellow of the Personal Finance Society
  • Paul Rathbone BA (Hons) FPFS

    Chartered Financial Planner
  • Mike Moore BA(Hons) APFS

    Chartered Financial Planner
  • Phil Jones, DipPFS

    Independent Financial Adviser and Mortgage Adviser
  • Jenny Jones, DipPFS

    Independent Financial Adviser
  • Alex Dunk BA (Hons) DipPFS

    Independent Financial Adviser
  • Helen Whiting, DipPFS

    Independent Financial Adviser
  • Joanne Wilden, DipPFS

    Financial Planning Executive
  • Cathy Holme

    Accounts Manager
  • Julie Murphy

    Business Support Manager
  • Paula Molina

    Financial Planning Co-ordinator
  • Diane Livesey

    Financial Planning Co-ordinator
  • Sarah Jump

    Financial Planning Co-ordinator
  • Jayne Clarke

    Financial Planning Co-ordinator
  • Emma Chegwin

    Financial Planning Co-ordinator
  • Jill Taylor

    Trainee Financial Planning Co-Ordinator
  • Craig Carlton

    Financial Planning Coordinator
  • Rebekah Winstanley

    Trainee Financial Planning Co-ordinator
  • Liz Warren BA (Hons) Dip PFS

    Independent Financial Adviser