Graham Laverick
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
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
Operations Director, DipPFS
Having joined in 2004, Vicky is responsible for Finance, Compliance, HR, Marketing, Operations and Training.
Simon Daykin
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
Chartered Financial Adviser, ALIBF
With a talent for making financial planning simple and approachable, Joanne helps clients navigate pensions and investments with confidence. She takes time to understand individual goals, providing clear guidance that enables clients to make informed decisions for the retirement they truly want.
Carly Dursley
Financial Adviser DipPFS
Carly is passionate about helping clients achieve the retirement they want through clear, personalised financial planning. Taking the time to understand each client’s individual goals, Carly aims to provide confidence and clarity at every stage of their financial journey, enabling them to make informed decisions for a secure future.
Katie Watts
Financial Adviser DipPFS
Recently promoted to Financial Adviser, Katie brings valuable experience from her time as a Paraplanner. While new to advising, her thorough background in financial planning provides a strong foundation to help clients navigate their financial journey with confidence. She’s committed to developing her expertise as she helps clients achieve their financial goals.
Alex Dunn
Corporate Adviser
Alex joined the team in 2023, initially managing our Corporate Services team where she ensured the smooth running of the administration team and provided training and technical support. Recently promoted to Corporate Adviser, Alex now brings her extensive expertise to advising clients on corporate matters, leveraging her deep understanding of our operations and services.
Rebecca Palmer
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.
Johnny Brown
Paraplanner
As a dedicated paraplanner, Johnny supports our private client team with precision and expertise. He specialises in preparing detailed financial analyses and reports, ensuring our advisers have everything they need for productive client meetings. His meticulous approach to financial administration helps clients feel confident in every recommendation we make.
Owen Linford
Paraplanner
Owen provides support to the private client team, preparing for client meetings and financial administration.
Oliver Walls
Paraplanner
Oliver provides support to the private client team, preparing for client meetings, report writing and financial administration.
Lauren Wilson
Financial Services Administrator
Providing support to Rebecca, Lauren assists in preparing for client meetings and financial administration.
Edward Airey
Financial Services Administrator
Edward provides support to the private client team, preparing for client meetings and financial administration.
Luciana Drabble
Corporate Administrator
Luciana combines technical expertise with strong communication skills to support corporate clients and their employees. She manages all aspects of pension and group risk schemes while providing clear, personalised support to help members make the most of their workplace benefits.
Sue Lidster
Corporate Administrator
Engaging with corporate clients on aspects of their pension and group risk schemes, Sue assists individual group scheme members with any queries.
Carl Simpson
Operations Manager
Carl manages the day-to-day operations of the office, handling IT systems, supporting finance administration, and coordinating staff training. He ensures our workplace runs efficiently by addressing operational needs as they arise and maintaining the systems our team relies on.
Dawn Burchmore
Receptionist
Dawn ensures all our visitors and callers receive a warm and friendly welcome when contacting our office.
Alison Holdforth
Receptionist
Alison ensures all our visitors and callers receive a warm and friendly welcome when contacting our office.