Meet the Team
Please use the links below to learn more about the team.
Tom McCready
Chartered Financial Planner
Charlie Foley
Financial Adviser
Paul Hudson
Financial Adviser
Shereyaar Poonawala
Financial Adviser
Lewis Ogle
Financial Adviser
Paul Egan
Financial Adviser
Nigel Cooke
Development Director
Joanne Rushton
Head of Operations
Maxine Hall
Practice Manager
Hayley Fearn
Client Services Manager
Alice Keane
Senior Paraplanner
Leah Hadcroft
Paraplanner
Jane Vela
Financial Services Administrator
Claire Johnstone
Finance Manager
Emily Hackett
Financial Services Administrator
Tom Barton
Financial Services Administrator
