Meet the Team
Please use the links below to learn more about the team.
Lee Mann
DipPFS, Wealth Management Consultant
James Baines
DipPFS, Wealth Management Consultant
Simon Alcott
Head of Paraplanning
John Curley
Paraplanner
Claire Brown
Senior Mortgage Administrator
Julia Bartley
Senior Client Services Administrator
Rosie Freestone
Client Services Administrator
Natalie Mann
Client Care Director
Accreditation
