Tel: 01157043640 Mon - Fri: 9am - 5pm

About Us

Meet The Team

Please use the links below to learn more about the team.

David Ryley

David Ryley

Chief Executive Officer

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Ruth Harrison

Ruth Harrison

Non-advising Managing Director

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Mark Pennington

Mark Pennington

Financial Planner

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Paul Waites

Paul Waites

Financial Planner

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Will Diggins

Will Diggins

Financial Planner

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Tracy Yeomans

Tracy Yeomans

Financial Planner

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Samuel Woodings-Finch

Samuel Woodings-Finch

Financial Planner

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Mike Holmes

Mike Holmes

Financial Planner

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Gabriella Witek-Morgan

Gabriella Witek-Morgan

Financial Planner

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Bradley James

Bradley James

Financial Planner

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Alex Ratcliffe

Alex Ratcliffe

Financial Planner

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Dan Seaton

Dan Seaton

Financial Planner

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Adam Langham

Adam Langham

Technical Director

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Stephanie Francis

Stephanie Francis

Administration Director

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Phil Bloxham

Phil Bloxham

Non-Executive Director

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Kieran Lynch

Kieran Lynch

Senior Paraplanner

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Phil Bromwich

Phil Bromwich

Business Development Manager

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Alex Martins de Sá

Alex Martins de Sá

David Ryley’s PA

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Sarah Kidd

Sarah Kidd

Ruth Harrison’s PA

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Linda Wood

Linda Wood

Paraplanner

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Mark Jones

Mark Jones

Paraplanner

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Sarah Cunningham

Sarah Cunningham

Paraplanner

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Zoe Osborn

Zoe Osborn

Paraplanner

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Nicole Nairne

Nicole Nairne

Paraplanner

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Elspeth Green

Elspeth Green

Senior Marketing Executive

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Lauren Jackson

Lauren Jackson

Marketing and Office Co-ordinator

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Anique Anderson

Anique Anderson

Appointment Maker

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Kerry Lee

Kerry Lee

Senior Administrator

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Nicola Hatton

Nicola Hatton

Administration Team Leader

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Lauren Keir

Lauren Keir

Administrator for Will Diggins and Alex Ratcliffe

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Lisa Pope

Lisa Pope

Administrator for Tracy Yeomans and Bradley James

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Mel Flear

Mel Flear

Administrator for Samuel Woodings-Finch and Dan Seaton

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Ruth Nisbet

Ruth Nisbet

Administrator for Mark Pennington and Mike Holmes

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Suzanne Newmarch

Suzanne Newmarch

Administrator for Paul Waites and Gabriella Witek-Morgan

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Contact us to discuss your goals or to simply find out more.

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