Team members

Gary O’Brien

Chartered Financial Planner and Managing Director

Mark Fisher

Director & Financial Planner

Ruth Norman

Financial Planner

Chris Tordoff

Technical & Compliance Director

Andy Tatterton

Client Relationship Administrator

Daniel Sanderson

Client Relationship Administrator

Declan Coates

Client Relationship Administrator

Donna Skidmore

Client Relationship Administrator

Elain Hughes

Business Director

Molly Ford-Powell

Client Administrator

Trish Newton

Business Administrator