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Our Board

Julie Hepworth

Chief Regulatory Officer

David Hesketh

Chief Financial Officer

Jeff Scott

Chairman

Ian Wilkinson

Chief Executive 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 DipPFS, CFP

Director, Chartered Financial Planner

Ian Wilkinson

Chief Executive Officer

Samuel Wright APFS

Director, Chartered Financial Planner

Advisers

Tony Apps DipPFS

Managing Director

Peter Banks DipFA

Financial Adviser

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Colin Beton MLIBF

Consultant

Robbie Branfield DipPFS

Financial Adviser

Alesha Brown DipPFS

Financial Planner

Derek Brownie FPFS

Chartered Financial Planner

Andy Bunting DipFA

Independent Financial Adviser

Mark Cashmore DipPFS

Financial Planning Consultant

Sarah Chandler FPFS

Chartered Financial Planner

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Joshua Clark DipPFS

Financial Planning Consultant

James Cooper APFS

Chartered Financial Planner

John Davies DipFA

Managing Director

Joe Devine DipPFS

Wealth Manager

Scott Edwards DipPFS

Financial Adviser

Mike Fisher DipPFS

Senior 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

Neil Henderson FPFS

Chartered Financial Planner

Barry Hunt APFS

Chartered Financial Planner

Julie Hunter DipPFS

Financial Planning Consultant

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

Louise McCall FPFS

Chartered Financial Planner

Kevin Mullins FPFS

Director of Wealth Management, Chartered Financial Planner

Ross Perry FPFS

Chartered Financial Planner

James Posnett CFP MCSI

Financial Planner

Ray Prince headshot

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 Sutcliffe DipFA

Financial Planning Consultant

Ben Tang DipPFS

Financial Adviser

Mark Taylor DipPFS, CFP

Director, Chartered Financial Planner

Jamie Tocher DipPFS

Financial Planning Consultant

Graeme Urwin DipPFS

Financial Planning Consultant

Peter Weston

Consultant

Ian Wilkinson

Managing Director

Claire Wilson DipPFS

Financial Planning Consultant

Samuel Wright APFS

Director, Chartered Financial Planner

Head Office Management Team

Caroline Curry

Group Remuneration Manager

Glenn Hamilton

Group Financial Controller

Darren Hodkinson

Group Compliance Manager

Dave McWilliams

Dave McWilliams

Group Project Accountant

Julie Muelenbergs

Julie Muelenbergs

Group Business Monitoring Manager

Charles Penn

Group Head of Marketing & Business Development

sam smith

Sam Smith

Group Acquisitions Director

Lindsey Wood

Lindsey Wood

Group HR Manager

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