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 StrategistCharles Truswell
Client Manager
Clair Davis
Culture ManagerLissa Booth
COO
Dan Willoughby
Client Manager
Callum Kingsley-Rivans
Apprentice