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Our Board

Jeff Scott

Chairman

Ian Wilkinson

Chief Executive Officer

David Hesketh

Chief Financial Officer

Julie Hepworth

Chief Regulatory Officer

Advisory Board

Tony Apps DipPFS

Managing Director

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

John Davies DipFA

Managing Director

Julie Hepworth

Chief Regulatory Officer

David Hesketh

Chief Financial Officer

Tim Langman DipPFS, CertPMI

Managing Director

Gary Ross DipPFS

Managing Director

Mark Taylor, APFS

Director, Chartered Financial Planner

Ian Wilkinson

Chief Executive Officer

Samuel Wright FPFS

Director, Chartered Financial Planner

Advisers

Simon Allan DipPFS

Financial Planner

Tony Apps DipPFS

Managing Director

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Colin Beton MLIBF

Financial Adviser

Vish Bhagat DipFA

Financial Adviser

Robbie Branfield DipPFS

Financial Adviser

Derek Brownie FPFS

Chartered Financial Planner

Andy Bunting DipFA

Independent Financial Adviser

Mark Cashmore DipPFS

Financial Planning Consultant

Chris Cawood

Financial Adviser

Sarah Chandler FPFS

Chartered Financial Planner

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Joshua Clark DipPFS

Financial Planning Consultant

Ernesta Clayton

Ernesta Clayton ACSI

Mortgage & Protection Adviser

Will Cooke APFS

Chartered Financial Planner

James Cooper APFS

Chartered Financial Planner

Simon Coward

Financial Planner

John Davies DipFA

Managing Director

Scott Edwards DipPFS

Financial Adviser

Mike Fisher DipPFS

Senior Consultant

Karen Gardner DipPFS

Principal Consultant

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Stephen Hall DipFA

Independent Financial Adviser

Richard Hardy DipPFS

Financial Planning Consultant

Thomas Harrison DipPFS

Financial Adviser

Andrew Heap DipPFS

Financial Adviser

Kevin Higgs DipPFS

Financial Planner

Barry Hunt APFS

Chartered Financial Planner

Julie Hunter DipPFS

Financial Planning Consultant

John Illingworth DipPFS

Financial Adviser

Brian Jacques DipPFS

Financial Planning Consultant

Brian Johnson DipPFS

Financial Planning Consultant

Rob Kinniburgh DipPFS

Financial Planning Consultant

Jim Knights DipPFS

Financial Planner

Tim Langman DipPFS, CertPMI

Managing Director

Steve Leicester APFS

Chartered Financial Planner

Olivia Lowe

Financial Planner

Dev Makrani

Financial Adviser

Louise McCall FPFS

Chartered Financial Planner

Kevin Mullins FPFS

Director of Wealth Management, Chartered Financial Planner

Phil Newton APFS

Chartered Financial Planner

Ross Perry APFS

Chartered Financial Planner

James Posnett CFP™ CHARTERED MCSI

Certified Financial Planner

Ray Prince CFP

Certified Financial Planner

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Simon Rees DipFA

Compliance Officer

Cecilia Reilly DipPFS

Financial Planning Consultant

Ceri H Robbins ACSI

Director, Chartered Financial Planner

Gary Ross DipPFS

Managing Director

Claire Slater DipPFS

Financial Adviser

John Stimpson

John Stimpson DipPFS

Financial Planner

Dan Stokoe FPFS

Principal Designate

John Sutcliffe DipFA

Financial Planning Consultant

Mark Taylor, APFS

Director, Chartered Financial Planner

Jamie Tocher DipPFS BA (Hons)

Financial Planning Consultant

Graeme Urwin DipPFS

Financial Planning Consultant

Richard Watson Cert CII DipPFS

Financial Consultant

Ian Wilkinson

Managing Director

Claire Wilson DipPFS

Financial Planning Consultant

Samuel Wright FPFS

Director, Chartered Financial Planner

Head Office Management Team

Fay Anderson

Intelliflo Specialist Support

Zee Aslam

Senior Management Accountant

Caroline Curry

Group Remuneration Manager

Stuart Groves

Training & Compliance Manager

Darren Hodkinson

Group Compliance Manager

Dave McWilliams

Group Project Accountant

Julie Muelenbergs

Julie Meulenbergs

Group Business Monitoring Manager

Daria Opanowska

Group Finance Manager

Charles Penn

Group Head of Marketing & Business Development

sam smith

Sam Smith

Group Acquisitions Director

Lindsey Wood

Group Head of People

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