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.

Juan Marin

Job Title: Corporate Director, DipPFS

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

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.

Dasha Orlova

Job Title: Corporate Adviser

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

Jonathan Loughran

Job Title: Chartered Financial Planner

Since joining in 2019, Jonathan has achieved Chartered status, working with clients to provide financial planning solutions.

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.

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 joined the team in 2022 and assists with all aspects of client work and administration.

Owen Linford

Job Title: Financial Services Administrator

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.

Dan Fletcher

Job Title: Trainee Paraplanner

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

Johnny Brown

Job Title: Paraplanner

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

Connie Bint

Job Title: Corporate Administrator

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

Matty Owens

Job Title: Corporate Administrator

Engaging with corporate clients on aspects of their pension and group risk schemes, Matty 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.

Kate Thompson

Job Title: Office Manager

As part of the Operations team, Kate provides all manner of support from Health & Safety, HR, training and recruitment.

Dawn Burchmore

Job Title: Receptionist

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