Highly qualified teamAll pulling in the same direction

You'll have our full attention. Listening is what enables us to provide you with the best advice.

Our people are what make us


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Bethany Bates

Research Assistant

Dean Jones

Research Assistant

Gurpreet Kaur

Research Assistant

Lauren Crampton

Apprentice Administrator

Margaret McPhail

Adviser Support

Mary Jackson

Adviser Support

Natalia Piddubriwnyj

Research Manager

Rebecca Aspinall

Adviser Support

Sarah Whitehead

Research Analyst
COVID-19In line with the most recent Government announcements, both of our offices are now both closed to both clients and all but a few essential members of our team. All members of our team are now working entirely from home. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.