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Our Board
Chairman
Chief Executive Officer
Chief Financial Officer
Chief Regulatory Officer
Advisory Board
Director
Director
Director
Director
Director
Chief Regulatory Officer
Chief Financial Officer
Director
Director
Director
Director
Director
Director
Director
Chief Executive Officer
Director
Financial Planners
Financial Planner
Financial Planner
Financial Planner
Director
Director
Financial Planner
Financial Planner
Financial Planner
Chartered Financial Planner
Principal Designate (Hertford Office) & Financial Planner
Financial Planner
Financial Planner
Chartered Financial Planner
Director
Financial Planner
Chartered Financial Planner
Chartered Financial Planner
Financial Planner
Director
Financial Planner
Financial Planner
Chartered Financial Planner
Financial Planner
Financial Planner
Financial Planner
Chartered Financial Planner
Technical Director, Chartered Financial Planner
Director
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Chartered Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Director
Financial Planner
Financial Planner
Director
Director
Chartered Financial Planner
Director
Financial Planner
Financial Planner
Chartered Financial Planner
Chartered Financial Planner
Chartered Financial Planner
Director
Financial Planner
James Posnett CFP™ CHARTERED MCSI
Certified Financial Planner
Certified Financial Planner
Chartered Financial Planner
Technical Director & Chartered Financial Planner
Financial Planner & Compliance Officer
Chartered Financial Planner
Director and Chartered Financial Planner
Director
Financial Planner
Chartered Financial Planner
Claire Slater DipPFS Cert CII (MP & ER)
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Financial Planner
Director
Financial Planner
Financial Planner
Financial Planner
Richard Watson Cert CII DipPFS
Financial Planner
Managing Director
Financial Planner
Director
Head Office Management Team
Intelliflo Specialist Support
Senior Management Accountant
Regional Operations Director
Group Remuneration Manager
Training & Compliance Manager
Group Compliance Manager
Training & Competence Manager
Acquisitions Associate Director
Group Head of Business Monitoring
Senior Compliance Manager
Group Financial Controller
Group Head of Marketing & Business Development
Group Data Analysis & MI Manager
Group Acquisitions Director
Group Head of People
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