Meet our experts

We are independently owned and pride ourselves on attracting and retaining the very best independent financial advisers and paraplanners, who are assisted by a dedicated support team of administration staff. Many of our team have been with the business for 5, 10, 15+ years and many have grown and evolved with us from Administrators to Chartered Financial Planners. It is a true testament to our supportive, collaborative culture.

Mark Reidford Managing Director	James Keane Chartered Financial Planner	Sharon Aldridge Office Manager

Vanessa Reidford Accounts Manager	Clare Gordon Marketing Manager	David Foulkes Independent Financial Planner

Craig Kennedy Independent Financial Planner	Darren Crane Chartered Financial Planner	Daniel Wyn Roberts Independent Financial Planner

Sean Heggarty Independent Financial Planner	Lynden Hinks-Edwards Independent Financial Planner	Clive Kingsbury Chartered Financial Planner

Gareth Morris Senior Paraplanner	Richard Powell Senior Paraplanner	James Price Independent Financial Planner

Lauren Cooper Paraplanner	Josh Polson Trainee Paraplanner	Caitlin Duffy Paraplanner

Jonathan Adeniran Trainee Paraplanner	James Biggs Paraplanner	Ben Edwards Trainee Paraplanner

Ellie Rigby Administrator	Phil O’Donoghue Senior Administrator	Mitchell Williams Administrator

Ben Reidford Administrator	Bella Reidford Administrator

Interested in joining our team?

See our latest vacancies here >>>