Meet the Team
Please use the links below to learn more about the team.
Anthony Anderson
Senior Chartered Financial Planner
James Dale
Adviser
Louise Winn
Financial Planner
Sarah Dawson
Practice Manager
Sarah Gougam
Senior Paraplanner
Jess Glanville
Paraplanner
Martine Wright
Senior Office Administrator
Jack Palmer
Technical Administrator
Amelia Brown
Administrator
Tori Gustavson
Financial Administrator
Luke Jadhav
Administrator
