Meet the team

Our people are at the heart of what we do. We’re proud that many of our team have worked with us for decades.

We’re happy to visit you at home or work, or for you to visit our offices.

Meet our mortgage and protection advisers

Carl Homes

Cert CII (MP & ER)

Estelle Cameron

CeMAP

Gary Stevenson

Cert CII (MP & ER)

James MacInnis-Hill

CeMAP

Kate Gentry

CeMAP MLIBF CeRER

Ronni Baker-Towns

Lisa Oxborough

DipFSM CeMAP CertCII (MP)R

Mark Osborne

CeMAP

Michal Mikula

CeMAP

Roxy Burridge

CertCII (MP)

Toni Badhams

CeMAP

Jenny Jackson

Dip PFS

Alan Maggs

Dip PFS

Nick Hull

APFS, Director & Compliance Officer

Richard Manning

Dip PFS, Director

Perry Wright

DIP PFS

Christopher Clark

Dip PFS

Gary Wilson

Dip PFS

Jake Burton

Dip PFS

Martin Leach

Dip FA

Kevin Hull

Managing Director

Martin Worlledge

Claire MacInnis-Hill

CeMAP

Helen Gillespie

Jo Boston

PA to Managing Director / Office Manager

Emma Homes

Snr Pension and Investment Paraplanner

Jordan Winter

Pension and Investment Administrator

Emma Carrick

Pension and Investment Administrator

Julie Condron

Pension and Investment Technical Administrator

Cora Howard

Pension and Investment Technical Administrator

Sam Hitchen

Pension and Investment Technical Administrator

Clare Vaudin

Snr Mortgage Administrator

Sarah Keightley

Mortgage Administrator

Mikealla Seymour

Mortgage Administrator

Hannah Lioce

Mortgage Administrator

Tricia Hull

Snr Accounts Administrator

Hugh Robinson

Accounts Support

Sian Kershaw

Accounts Administrator

Mike Brown

Personal & Corporate Protection Administrator

Get in touch.