Alex Youngs

Client Manager

Ben Dyson

Principal Wealth Strategist

Ben Holland

Client Manager

Greg Blease

Wealth Strategist

Damian Zukowski

Client Manager

Lorraine Marr

Head of Finance

Mark Hughes

Head of Operations

Meg Carlin

Client Manager

Mike Barnes

Wealth Strategist

Clair Davis

Culture Manager

Simon Booth

Chief Executive Officer

Charles Truswell

Client Manager

Josh Lenihan

Senior Wealth Strategist

Lissa Booth

Chief Executive Officer

Callum Kingsley-Rivans

Apprentice

Dan Willoughby

Client Manager

Meet the Team

Alex Youngs

Client Manager

Ben Dyson

Principal Wealth Strategist

Ben Holland

Client Manager

Damian Zukowski

Client Manager

Josh Lenihan

Wealth Strategist

Lorraine Marr

Head of Finance

Mark Hughes

Head of Operations

Meg Carlin

Client Manager

Mike Barnes

Wealth Strategist

Simon Booth

CEO

Greg Blease

Wealth Strategist

Charles Truswell

Client Manager

Clair Davis

Culture Manager

Lissa Booth

COO

Dan Willoughby

Client Manager

Callum Kingsley-Rivans

Apprentice