Team members
Gary O’Brien
Chartered Financial Planner and Managing Director
Mark Fisher
Chartered Financial Planner & Director
Ruth Norman
Financial Planner
Elain Hughes
Business Director
Chris Tordoff
Technical & Compliance Director
Declan Coates
Client Relationship Manager
Daniel Sanderson
Client Relationship Manager
Andy Tatterton
Client Relationship Administrator
Donna Skidmore
Client Relationship Administrator
Trish Newton
Business Administrator
Amelia Headley
Client Administrator
