Meet the Team

Please use the links below to learn more about the team.

Richard J K Brown

Managing Director and Senior Financial Planner
Full profile

Josh Evans

Managing Director and Senior Financial Planner
Full profile

Sarah Dawson

Practice Manager

Sarah Gougam

Head of Paraplanning

Jess Glanville

Paraplanner
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Ryan Heeney

Paraplanner

Martine Wright

Client Services Administrator

Jack Palmer

Trainee Paraplanner

Amelia Brown

Client Services Administrator

Tori Gustavson

Client Services Administrator
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Olivia Flindall

Client Services Administrator

Luke Jadhav

Client Services and Technical Administrator