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