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

Dale Bennett

Independent Financial Adviser

Tom Cozzi

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

Mark Cummings

Independent Financial Adviser

Matt Hughes

Independent Financial Adviser

Paul Fazackerley

Independent Financial Adviser

Kaylan Holmes

Independent Financial Adviser

Paul Monk

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.

Stefan Fura

Founder

Alain Wolffe

Chief Operating Officer

Danielle Carnelley

Head of People

David Edwards

Chief Risk Officer

Elliott Silk

Head of Financial Planning

Lee Parkinson

Chief Technology Officer

Jason Willock

Group Financial Controller

Jay Naylor

Marketing Director

Alex Neale

Head of Mergers & Acquisitions

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.