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

Senior Leadership

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

Management

Sam Sharp
Head of Resources
Suzan Zaidky
Client Services Manager
Lewis Atkinson
Compliance Manager
Ellie Dickens
Business Development Manager

Support

Jack Dawson
Finance Technician
Lucie Russell
Business Development Assistant
Sarah Kay
Senior Paraplanner
Lauren Thompson
Paraplanner
Lauren Southwell
Junior Paraplanner
Jacob Liversidge
Junior Paraplanner
Laura Barber
Senior Client Services Executive
Zoe Garner
Client Services Executive
Anita Gardham
Client Services Executive
Ellie Parsons
Client Services Administrator
Chloe Lumb
Client Services Administrator
Lydia McGuinness
Client Services Administrator
Emma Adlam
Client Services Administrator
Caitlin Savill
Client Services Administrator
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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