Who we are
The Team
Simon Booth
Chief Executive Officer
Ben Dyson
Principal Wealth Strategist
Greg Blease
Wealth Strategist
Damian Zukowski
Client Manger & Compliance Specialist
Lorraine Marr
Head of Finance
Mark Hughes
Head of Operations
Charles Truswell
Client Manager
Holly Henderson
Financial Administrator
Mike Barnes
Wealth Strategist
Thomas Filby
Client Manager
Daniel Willoughby
Client Manager
Josh Lenihan
Senior Wealth Strategist
Lissa Booth
Chief Executive Officer
Ann-Marie Sowden
Client Manager
Callum Kingsley-Rivans
Client Manager
Damiene Mitchell
Client Manager
Isobel McDowell
Financial Administrator
Julie Waddington
Client Manager
Alasdair Owens
Client Manager
Sharon Ashton
Receptionist