Who we are
The Team
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
Thomas Filby
Client Manager
Simon Booth
Chief Executive Officer
Charles Truswell
Client Manager
Josh Lenihan
Senior Wealth Strategist
Lissa Booth
Chief Executive Officer
Callum Kingsley-Rivans
Apprentice
Daniel Willoughby
Client Manager
Damiene Mitchell
Client Manager
Tracy Ann Yearsley
Receptionist
Julie Waddington
Client Manager
Ann-Marie Sowden
Client Manager