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01603 760866
Ipswich:
01473 255948
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Norwich:
01603 760866
Ipswich:
01473 255948
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Meet the Team
Board
Dr Andy Wood OBE, DL
Chairman
Henry Gaskin
Managing Director
David Tooley
Director of Client Advice / Chartered Financial Planner
Fran Kemp
Director of Business Services / Chartered Financial Planner
Wealth Management
Andrew Morley
Chartered Financial Planner / Associate Director
Bex Welthy
Wealth Manager
Chris Adams
Wealth Manager
Harry Ward
Chartered Financial Planner
Joel Davies
Wealth Manager
John Griffin
Wealth Manager
Mike Moore
Wealth Manager
Susan Steel
Wealth Manager
Paraplanning
Neil Gregory
Paraplanner Manager
Andrew Stratton
Senior Paraplanner
Douglas Muir
Senior Paraplanner
Ira Everett
Senior Paraplanner
Sophie Smith
Paraplanner
Ethan Nedd
Trainee Technical Support
Josh Bulmer
Trainee Technical Support
Tammy-Lyn Ducker
Trainee Technical Support
Client Services
Akane Taylor
Head of Client Services
Sue Ingram
Client Services Supervisor
Ashley Hobbs
Senior Client Services Support
Asher Girling
Client Services Support
Lindsey McClean
Client Services Support
Corporate Services
Ryan Oates
Corporate Services Director
Darby Reeve
Corporate Services Trainee Adviser
Michelle Morgan
Employee Benefits Technician
Business Support
Charlie Crafer
Financial Controller
Dalia Courridge
Marketing Manager
Jason Dorsett
IT, Digital and Communications Manager
Aggie McArdle
Assistant to Managing Director
Charlotte Milito
Receptionist / Business Services Support
Emma Spatchett
Assistant to Financial Controller
Laura Pipe
Assistant to Director of Client Advice
Linda Kent
Client Ambassador
Kimberly Moss
Regulatory Compliance Officer
Penny Ellis
HR Adviser
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