Who we are

The Team

Alex Youngs

Client Manager

Ben Dyson

Principal Wealth Strategist

Greg Blease

Wealth Strategist

Damian Zukowski

Client Manager

Lorraine Marr

Head of Finance

Mark Hughes

Head of Operations

Charles Truswell

Client Manager

Meg Carlin

Client Manager

Mike Barnes

Wealth Strategist

Thomas Filby

Client Manager

Simon Booth

Chief Executive Officer

Josh Lenihan

Senior Wealth Strategist

Daniel Willoughby

Client Manager

Lissa Booth

Chief Executive Officer

Callum Kingsley-Rivans

Apprentice

Ann-Marie Sowden

Client Manager

Damiene Mitchell

Client Manager

Julie Waddington

Client Manager