Meet The Team

Our incredible team forms the beating heart of our business; they are also the public face of our operations. Their dedication, combined with their expertise, is the driving force behind our ability to offer you comprehensive and tailored independent financial advice.

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Chartered

Independent

Advisers

Josh Richardson
Chartered Financial Planner, Managing Director
Gregg Crawford
Chartered Financial Planner, Executive Director
Joe Sanders
Chartered Financial Planner, Executive Director
Darren Goodall
Chartered Financial Planner
Charlie Hewson
Chartered Financial Planner
Ashley Biglin
Chartered Financial Planner
James Foston
Financial Planner

Senior Leadership

Kevin Ferriby
Chairman
Lindsey Gresham
Non-Executive Director
Anjeanette Kemp
Director of Compliance & Technical
Sarah Williams
Director of Finance & Operations
Jess Crawford
Director of Business Development

Management

Samantha Sharp
HR & Office Manager
Suzan Zaidky
Client Services Manager
Lewis Atkinson
Compliance Manager
Rachel Naulls
Technical Manager

Support

Maggie Tsvetanova
Compliance Officer
Ellie Dickens
Business Development Executive
Jack Dawson
Finance Technician
Lauren Thompson
Paraplanner
Tom Foston
Technical Administrator
Cassandra Fallowfield
Technical Administrator
Chloe Longmore
Technical Administrator
Lauren Southwell
Technical Administrator
Laura Barber
Senior Client Services Executive
Jamie Cross
Client Services Administrator
Zoe Garner
Client Services Administrator
Ellie Parsons
Client Services Administrator
Chloe Lumb
Client Services Administrator
Lydia McGuinness
Client Services Administrator
Jacob Liversidge
Technical Client Services Trainee
Elaine Fyfe
Front Office Executive

Join The Team

We’re always on the lookout to add more experience and expertise to our team. If you’re a passionate individual who thinks you’re the right fit for our team, get in touch.

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