Meet the Team
Please use the links below to learn more about the team.
Victoria Valentine
Operations Director
Calum Rafferty
Trainee Financial Adviser
Jo Harman
Ongoing Advice Support Manager
Callum Green
Ongoing Advice Support
Lisa Hind
Ongoing Advice Support
Daniel Gent
Technical Advice Manager
Liam Molineaux
Technical Advice Support
Luke O’Neil
New Business Manager
Declan Curtis
New Business Support
Natasha Woollerton
Initial Advice Support Manager
Kelsey Williams
Initial Advice Support
Kyle Frost
Financial Administrator
Jane Wastnage
Executive Secretary
