Our people

Our people are at the heart of the service we deliver. Highly skilled and professional, they can help you plan and invest for your long-term success, whether you are individual, an intermediary, a charity or a trust.

New client enquiry form

If you are not working with one of our advisors yet, our New Enquiries Team can help you learn more about us and put you in touch with the right person.

Complete the enquiry form

New client enquiry number

Prefer to pick up the phone? You can also call our New Enquires Team directly at 0330 390 9191

Other enquiries

Whether you have a question about our services, or want to get in touch with someone specific, we can help.

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Jake Clothier

Jake Clothier

Investment Manager

Ben Clubbe

Ben Clubbe

Senior Investment Director

Joanne Cockerell

Joanne Cockerell

Office Support Lead

Lauren Coetzee

Lauren Coetzee

Investment Administrator

Ellie Collier

Ellie Collier

Client service executive

Ross Collinge

Ross Collinge

Investment Manager

Nadine Collins

Nadine Collins

Financial Planning Director

Victoria Collins

Victoria Collins

Client Service Executive

Paul Connolly

Paul Connolly

Associate Financial Planning Director

Simon Connor

Simon Connor

Senior Investment Director

John Connor

John Connor

Senior Investment Director (Discretionary)

Amanda Cook

Amanda Cook

Financial Planning Director

See what our clients think about our people