Meet the Team

Please use the links below to learn more about the team.

Jenny Gallagher

Financial Planner

Gordon Watson

Financial Planner

Matt Swinbank

Mortgage and Protection Adviser

Ian Hunt

Consultant

Tamsin Bromley Rahlke

Consultant

James Edwards

Trainee Adviser

Kani Ahmad

Operations Manager
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Vicky Rowley

Practice Manager
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Anj Uddin

Client Administrator

Hephzibah Mohanaraj

Client Administrator

Peggy

Head of Wellbeing & Security