Graham Laverick

Job Title: Managing Director, DipPFS

Graham ensures the wheels of the company are well oiled.  The majority of his time is spent helping clients through the financial services jungle and jargon.

Gillian Mackenzie

Job Title: Director and Chartered Financial Planner

Gillian joined the team in 2004 and specialises in forging long-lasting relationships to help clients formulate their financial plans.

Vicky Harrison

Job Title: Operations Director, DipPFS

Having joined in 2004, Vicky is responsible for Finance, Compliance, HR, Marketing, Operations and Training.

Simon Daykin

Job Title: Investment Director, Chartered Financial Planner

Simon joined the team in 2016 and works with clients to design and implement financial planning solutions, whilst heading up our Investment Committee.

Joanne Pearson

Job Title: Chartered Financial Adviser, ALIBF

Joanne provides advice on pensions and investments in a way that is straight forward and easy for clients to understand.

Carly Dursley

Job Title: Corporate Adviser

Carly is passionate about helping employers and employees understand their pensions and employee benefits, making them accessible, relevant and life changing.

Nick Cranston

Job Title: Financial Adviser

Nick provides advice on pensions and investments in a way that is straight forward and easy for clients to understand.

Rebecca Palmer

Job Title: Head of Paraplanning, Chartered Financial Planner

Rebecca joined the team in 2013 and heads up our Private Client team, ensuring the smooth running of the administration and paraplanning and providing training, research and technical support.

Andrea Softley

Job Title: Senior Paraplanner, DipPFS

Working alongside Gillian, Andrea joined in 2012 and assists with all aspects of client work and administration.

Johnny Brown

Job Title: Paraplanner

Johnny provides support to the private client team, preparing for client meetings, report writing and financial administration.

Katie Watts

Job Title: Paraplanner

Providing support to Joanne, Katie is responsible for preparing for client meetings, report writing and administration.

Lauren Wilson

Job Title: Financial Services Administrator

Providing support to Rebecca, Lauren assists in preparing for client meetings and financial administration.

Kate Palmer

Job Title: Financial Services Administrator

Kate assists with all aspects of private client work and administration.

Owen Linford

Job Title: Paraplanner

Owen provides support to the private client team, preparing for client meetings and financial administration.

Edward Airey

Job Title: Financial Services Administrator

Edward provides support to the private client team, preparing for client meetings and financial administration.

Alex Dunn

Job Title: Corporate Manager

Alex joined the team in 2023 and manages our Corporate Services team, ensuring the smooth running of the administration team and providing training and technical support.

Luciana Drabble

Job Title: Corporate Administrator

Engaging with corporate clients on aspects of their pension and group risk schemes, Luciana assists individual group scheme members with any queries.

Carl Simpson

Job Title: Operations Manager

Carl helps maintain every day running of the office, including IT, assisting with finance and staff training.

Dawn Burchmore

Job Title: Receptionist

Dawn ensures all our visitors and callers receive a warm and friendly welcome when contacting our office.

Alison Holdforth

Job Title: Receptionist

Alison ensures all our visitors and callers receive a warm and friendly welcome when contacting our office.