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Our Board

Julie Hepworth

Group Regulatory Director

David Hesketh

Group Operations Director

Paul Hogarth

Chairman

Paul Newton

Group Finance Director

Mike Rogan

Non-Executive Director

Ian Wilkinson

Group Practice Director

Advisory Board

Tony Apps DipPFS

Managing Director

Derek C Baptist ACSI

Managing Director

John Davies

Managing Director and Financial Planner

Julie Hepworth

Group Regulatory Director

David Hesketh

Group Operations Director

Paul Hogarth

Chairman

John Kearney

Director

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Julian Lowe

Director

Paul Newton

Group Finance Director

Ian Porter

Director

Gary Ross DipPFS

Managing Director

Mark Taylor

Director/Chartered Financial Planner

Ian Wilkinson

Group Practice Director

Advisers

Tony Apps DipPFS

Managing Director

Derek C Baptist ACSI

Managing Director

Colin Beton MLIBF

Consultant

Derek Brownie APFS

Chartered Financial Planner

Andy Bunting

Independent Financial Adviser

Warwick Busfield

Warwick Busfield

Financial Adviser

Sarah Chandler

Chartered Financial Planner

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

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

Debby Grinyer DipIP

Financial Planner

Stephen Hall

Independent Financial Adviser

Neil Henderson

Chartered Financial Planner

Brian Jacques

Financial Planning Consultant

Brian Johnson

Financial Planning Consultant

John Kearney

Director

Rob Kinniburgh

Financial Planning Consultant

Jim Knights DipPFS

Customer Service & Compliance Manager

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

Ian Porter

Director

James Posnett CFP MCSI

Financial Planner

Ray Prince headshot

Ray Prince

Certified Financial PlannerTM

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Simon Rees

Compliance Officer

Ceri H Robbins BSc (Econ) ACSI

Financial Planning Director

Gary Ross DipPFS

Managing Director

Mark Taylor

Director/Chartered Financial Planner

Luke Thirlwell DipPFS

Financial Planner

Jamie Tocher

Financial Planning Consultant

Graeme Urwin

Financial Planning Consultant

Ian Wilkinson

Group Practice Director

Claire Wilson

Financial Planning Consultant

Sam Wright

Executive Consultant

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