Team members

Gary O’Brien

Chartered Financial Planner and Managing Director

Mark Fisher

Director & Financial Planner

Ruth Norman

Financial Planner

Chris Tordoff

Technical Manager

Andy Tatterton

Client Relationship Administrator

Daniel Sanderson

Client Relationship Administrator

Declan Coates

Client Relationship Administrator

Donna Skidmore

Client Relationship Administrator

Elain Hughes

Business Manager

Molly Ford-Powell

Client Administrator

Trish Newton

Business Administrator