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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

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Trevor Clark FPFS

Director, Chartered Financial Planner

John Davies DipFA

Managing Director

Julie Hepworth

Chief Regulatory Officer

David Hesketh

Chief Financial Officer

Jim Knights DipPFS

Director and Financial Planner

Tim Langman DipPFS, CertPMI

Managing Director

Ross Perry APFS

Director and Chartered Financial Planner

Gary Ross DipPFS

Managing Director

Mark Taylor, APFS

Director, Chartered Financial Planner

Ian Wilkinson

Chief Executive Officer

Samuel Wright FPFS

Director, Chartered Financial Planner

Financial Planners

Tracy Andrews DipFA  

 Financial Planner 

Simon Allan DipPFS

Financial Planner

Tony Apps DipPFS

Financial Planner

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Colin Beton MLIBF

Financial Planner

Vish Bhagat DipFA

Financial Planner

Robbie Branfield DipPFS

Financial Planner

Derek Brownie FPFS

Chartered Financial Planner

Andy Bunting DipFA CeLTCI

Principal Designate (Hertford Office) & Financial Planner

Mark Cashmore DipPFS

Financial Planner

Chris Cawood DipPFS

Financial Planner

Sarah Chandler FPFS

Chartered Financial Planner

Trevor Clark FPFS

Director, Chartered Financial Planner

Joshua Clark DipPFS

Financial Planner

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

Tim Dawson DipPFS

Financial Planner

Robert Docherty

Financial Planner

David Earl FPFS

Chartered Financial Planner

Mike Fisher DipPFS

Financial Planner

Magda Furman M.A., DipFA

Financial Planner

John Garvey APFS ACII

Chartered Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Stephen Hall DipFA

Financial Planner

Richard Hardy DipPFS

Financial Planner

Thomas Harrison DipPFS

Financial Planner

Andrew Heap DipPFS

Financial Planner

Kevin Higgs DipPFS

Financial Planner

Barry Hunt APFS

Chartered Financial Planner

Julie Hunter DipPFS

Financial Planner

John Illingworth DipPFS

Financial Planner

Brian Jacques DipPFS

Financial Planner

Brian Johnson DipPFS

Financial Planner

Kate Kent DipPFS

Financial Planner

Rob Kinniburgh DipPFS

Financial Planner

Jim Knights DipPFS

Director and Financial Planner

Tim Langman DipPFS, CertPMI

Managing Director

Steve Leicester APFS

Chartered Financial Planner

Olivia Lowe DipPFS

Financial Planner

Dev Makrani

Financial Planner

Louise McCall FPFS

Chartered Financial Planner

Phil Newton APFS

Chartered Financial Planner

Russell Palmer

Chartered Financial Planner

Ross Perry APFS

Director and Chartered Financial Planner

Stuart Plows

Financial Planner

James Posnett CFP™ CHARTERED MCSI

Certified Financial Planner

Ray Prince CFP

Certified Financial Planner

Colin Pritchard ACII FPFS

Chartered Financial Planner

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Simon Rees DipFA

Financial Planner & Compliance Officer

Cecilia Reilly APFS

Chartered Financial Planner

Ceri H Robbins ACSI

Director and Chartered Financial Planner

Gary Ross DipPFS

Managing Director

John Scholes DipPFS

Financial Planner

Richard Sherwood DipFA

Financial Planner

Stephen Sheppard APFS

Financial Planner

John Stimpson DipPFS

Financial Planner

James Stokoe Chartered FCSI

Financial Planner

Sophie Stradins DipPFS

Financial Planner

John Sutcliffe DipFA

Financial Planner

Mark Taylor, APFS

Director, Chartered Financial Planner

Jamie Taylor

Financial Planner

Graeme Urwin DipPFS

Financial Planner

Ian Wilkinson

Managing Director

Claire Wilson DipPFS

Financial Planner

Samuel Wright FPFS

Director, Chartered Financial Planner

Head Office Management Team

Fay Anderson

Intelliflo Specialist Support

Zee Aslam

Senior Management Accountant

Gary Cairns DipFA

Regional Operations Director

Caroline Curry

Group Remuneration Manager

Paul Everett

Group Operations Manager

Stuart Groves

Training & Compliance Manager

Darren Hodkinson

Group Compliance Manager

Andrew Luczynski

Training & Competence Manager

Dave McWilliams

Acquisitions Associate Director

Julie Meulenbergs

Group Business Monitoring Manager

Kristian Murphy

Senior Compliance Manager

Daria Opanowska

Group Finance Manager

Charles Penn

Group Head of Marketing & Business Development

Sara Scarry

Group Data Analysis & MI Manager

Sam Smith

Group Acquisitions Director

Lindsey Wood

Group Head of People

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