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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Richard Cook

Richard Cook

Senior financial planner

Amanda Cook

Amanda Cook

Financial Planning Director

James Cooke

James Cooke

Investment director

Chris Coomber

Chris Coomber

Financial planning director

Ross Coombes

Ross Coombes

Head of Office and Senior Financial Planning Director

David Coombs

David Coombs

Head of Multi-Asset Investments

James Coppell

James Coppell

Investment director

Ryan Cornett

Ryan Cornett

Investment Director

Stephen Cotter

Stephen Cotter

Senior Financial Planning Director

Thomas Cottier

Thomas Cottier

Investment Manager

Jessica Cousins

Jessica Cousins

Property Senior Solicitor

Crea Coverdale

Crea Coverdale

Financial planning assistant

See what our clients think about our people