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 Adviser

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

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

Gareth Morris Senior Paraplanner	Richard Powell Senior Paraplanner	James Price Paraplanner

Lauren Cooper Paraplanner	Nathan Lloyd Trainee Paraplanner	Sophie Hooson Trainee Paraplanner

Phil O’Donoghue Senior Administrator	Shannon McKevitt Administrator	Ben Reidford Junior Administrator

Jonathan Adeniran Trainee Paraplanner	Ellie Rigby Junior Administrator	Mitchell Williams Junior Administrator

Caitlin Duffy Trainee Paraplanner	Ben Edwards Trainee Paraplanner

Interested in joining our team?

See our latest vacancies here >>>