Meet our People

Financial advice team

Choosing your financial adviser is an important decision.

Taking the time to find the right adviser for you means you can rest assured that investing your time in the beginning will be worth it in the long run.

John Woolhouse

Co-founder and Independent Financial Adviser

Neil Haley

Co-founder and Independent Financial Adviser

Aimee Hogg

Independent Financial Adviser

Ben Manship

Independent Financial Adviser

David Sharp

Independent Financial Adviser

David Pavier

Independent Financial Adviser

Graham Kitchener

Independent Financial Adviser

Jeremy Smith

Independent Financial Adviser

Jon Kirby

Independent Financial Adviser

Magdalena McLaughlin

Independent Financial Adviser

Matt Hughes

Independent Financial Adviser

Paul Fazackerley

Independent Financial Adviser

Paul Hubbert

Independent Financial Adviser

Paul Monk

Independent Financial Adviser

Tom Cozzi

Independent Financial Adviser

Leadership team

Our leadership team brings together a wealth of experience, vision, and dedication. United by a shared passion for helping people achieve their financial goals, they lead with integrity, warmth, and a client-first approach. Their diverse expertise ensures we deliver exceptional financial planning tailored to every stage of life — empowering our clients to build brighter futures with confidence.

Alain Wolffe

Chief Risk Officer

Stefan Fura

Group MD

Danielle Carnelley

Head of People

Elliott Silk

Head of Financial Planning

Jay Naylor

Marketing Director

Customer support and operations

Once you decide to go ahead with the advice, you’ll have a full support team allocated to you to help ensure that you get the best solutions possible for your circumstances. Typically we’ll be in touch on an annual basis* to review your situation, and throughout the year to keep you up to date with key information and share anything that may be applicable to your personal goals.