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  1. Jack Swan Senior Technical Manager

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  2. Kelly Shek Financial Planner

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  3. Kerry Holden Financial Planning Associate

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  4. Kieran Yeats Client Service Support

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  5. Kirsty Manclark Client Service Support

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  6. Kirsty Young Financial Planning Associate

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  7. Lisa Tait Financial Planner

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  8. Martyn Paterson Chartered Financial Planner

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  9. Neil Folan Risk & Compliance Manager

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  10. Rachel Hamilton Client Service Support

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  11. Richard Johnston Chartered Financial Planner

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