Leadership Team
Please use the links below to learn more about the team.
Kerry Berry
Director
Chris Perkin
Director
Financial Planning Team
Please use the links below to learn more about the team.
Liam Goble
Wealth Manager
Michael Daley
Wealth Manager
Support Team
Please use the links below to learn more about the team.
Rachael Lowry
Paraplanner
Cohen Johnson
Paraplanner
Oliver Dowd
Paraplanner
Tom Payne
Paraplanner
James Tanner
Paraplanner
Karo Afiemo
Technical Administrator
Kayla Sewley
Client Services Specialist
