Meet the Team
Please use the links below to learn more about the team.
Ben Adams
Director
Ellis Poole
Director
Sam Stanley
Director
Bertie Davies
Financial Adviser
Colin Smith
Financial Adviser
Simon Rose
Technical Director
Debbie Green
Head of Operations
Nicola Evans
Head of Advice
Abi Wood
Client Services Manager
Tracey Rose
Client Services
Danni Cooper
Personal Assistant & Administrator
Becky Magoffin
Client Services Administrator
Dil Hurst
Client Services Administrator
Alex Stanley
Client Services Administrator
Becky King
Client Services Administrator
