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Our Board

Julie Hepworth

Group Regulatory Director

David Hesketh

Group Finance Director

Paul Hogarth

Chairman

Paul Newton

Executive Director

Mike Rogan

Non-Executive Director

Ian Wilkinson

Group Managing Director

Advisory Board

Tony Apps DipPFS

Managing Director

Derek C Baptist MCSI

Managing Director

John Davies

Managing Director and Financial Planner

Julie Hepworth

Group Regulatory Director

David Hesketh

Group Finance Director

Paul Hogarth

Chairman

Kevin Homfray

Acquisitions Director

John Kearney

Director

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Julian Lowe

Director

Paul Newton

Executive Director

Gary Ross DipPFS

Managing Director

Mark Taylor

Director/Chartered Financial Planner

Ian Wilkinson

Group Managing Director

Samuel Wright

Director

Advisers

Tony Apps DipPFS

Managing Director

Peter Banks

Financial Adviser

Derek C Baptist MCSI

Managing Director

Colin Beton MLIBF

Consultant

Alesha Brown

Financial Planner

Derek Brownie APFS

Chartered Financial Planner

Andy Bunting

Independent Financial Adviser

Sarah Chandler

Chartered Financial Planner

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

Joshua Clark

Financial Planning Consultant

James Cooper

Chartered Financial Planner

John Davies

Managing Director and Financial Planner

Joe Devine

Wealth Manager

Mike Fisher

Senior Consultant

Mike Gordon

Technical Director, Chartered Financial Planner

Stephen Hall

Independent Financial Adviser

Richard Hardy

Financial Planning Consultant

Neil Henderson

Chartered Financial Planner

Julie Hunter

Financial Planning Consultant

Brian Jacques

Financial Planning Consultant

Brian Johnson

Financial Planning Consultant

John Kearney

Director

Rob Kinniburgh

Financial Planning Consultant

Jim Knights DipPFS

Financial Planner

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Steve Leicester

Chartered Financial Planner

Julian Lowe

Director

Louise McCall

Senior Wealth Manager

Kevin Mullins

Director of Wealth Management

Ross Perry APFS

Chartered Financial Planner

James Posnett CFP MCSI

Financial Planner

Ray Prince headshot

Ray Prince

Certified Financial Planner

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Simon Rees

Compliance Officer

Cecilia Reilly

Cecilia Reilly

Financial Adviser

Robert Richardson

Robert Richardson

Financial Advisor

Ceri H Robbins BSc (Econ) ACSI

Financial Planning Director

Gary Ross DipPFS

Managing Director

John Sutcliffe

John Sutcliffe

Financial Planning Consultant

Ben Tang

Ben Tang

Financial Adviser

Mark Taylor

Director/Chartered Financial Planner

Luke Thirlwell DipPFS

Financial Planner

Jamie Tocher

Financial Planning Consultant

Graeme Urwin

Financial Planning Consultant

Andrew Walford

Financial Planner

Peter Weston

Chartered Financial Planner

Ian Wilkinson

Managing Director

Claire Wilson

Financial Planning Consultant

Samuel Wright

Director

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