Financial advice team
Choosing your financial adviser is an important decision.
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
CRO

Alasdiar Gillingham
CFO

Elliott Silk
Head of Financial Planning

Jay Naylor
Marketing Director

John White
Chairman

Stefan Fura
Group MD
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.

Alana Betts
Client Servicing Manager

Andy Pardoe
Compliance Manager

Amy Bird
Paraplanner

Billy Rigg
Client Experience Specialist

Charlotte Green
Client Experience Specialist

Helen Ibbotson Hughes
Marketing Manager

Helen Haley
Client Experience Specialist

Lily Sheridan
Client Experience Specialist

Marie Ward
Client Experience Specialist

Megan Doherty
Paraplanner

Nicki Thomas
Head of Adviser Operations

Rosie Haley
Paraplanner

Sam Cartwright
Client Experience Coordinator

Sarah Collier
Client Experience Specialist

Umair Novsarka
Paraplanner