Our people

The experts guiding your financial future

Graham Connor

Financial Planning Manager / Chartered Financial Planner

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James Corcoran

Financial Planning Manager / Chartered Financial Planner

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Jason Coppard

Financial Planning Manager / Chartered Financial Planner

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Joe Fisher

Financial Planning Manager / Chartered Financial Planner

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Martin Cotter

Founder, Chartered Financial Planner

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Alan Pereira

Financial Consultant

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Alex Harmer

FInancial Consultant

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Alex Pegg

Financial Consultant

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Andrew Towner

Senior Financial Consultant

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Ben Mitson

Financial Consultant

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Bobbi Spelman-Glasford

Paraplanner & Team Leader

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Christina Douglas

Financial Consultant

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Corine Lewis

Paraplanner & Team Leader

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Christine Ford

Paraplanner & Team Leader

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David Turner

Financial Consultant

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Edward Ayres

Financial Associate

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Gerard Thomas

Financial Consultant

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Harvey Armstrong

Senior Financial Consultant / Chartered Financial Planner

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Israel Babatunde

Financial Consultant

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Jack Dudley

Financial Consultant

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Jade Riches

Senior Paraplanner & Team Leader

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Joe Hogg

Financial Consultant

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Jon Hussey

Financial Planning Director

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Kaya Barnat

Paraplanning Associate

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Kem Akumabor

Paraplanner

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Kim Leonard

Senior Paraplanner & Team Leader

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Kris Fisher

Senior Financial Consultant & Team Leader

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Luke Furniss

Financial Consultant

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Marcia Silva

Financial Consultant

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Matt Sheach

Financial Consultant

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Max Dymoke

Senior Financial Consultant & Team Leader

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Michael Barnett

Senior Financial Consultant

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Neil Mcfayden

Financial Consultant

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Sam Lyon

Financial Consultant

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Sara Moore

Senior Financial Consultant

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Sam Wilbraham

Financial Consultant

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Theresa McAvan

Financial Consultant

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Tom Stephenson

Financial Consultant

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Will Harries

Senior Financial Consultant

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Brian Keane

Mortgage Director

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Peter Stokes

Mortgage Operations Director

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Amanda Hunt

Mortgage and Protection Adviser

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Jack Rutherford-Mills

Mortgage & Protection Adviser

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James Parsons

Mortgage & Protection Adviser

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Natalie Felgate

Mortgage & Protection Adviser

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Kevin Koenig

Chief Executive Officer | CEO

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Markus Graf

Chief Financial Officer | CFO

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Sarah Oluwole

Chief Operating Officer | COO

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Charlotte Papworth

Head of Advice Operations

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Michael Harden

Chief Compliance Officer | CCO

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Mike Felton

Director / Chief Investment Officer | CIO

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Reiss Moore

Chief Technology Officer | CTO

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