Leadership and Management
Please use the links below to learn more about the team.
Vikki Hodgson
Executive Director
Alec Clapperton
Operations Manager
Financial Advisers
Please use the links below to learn more about the team.
Paul Johnson
Chartered Financial Adviser
Lindsey Martin
Financial Adviser - LIBF Chartered Associate
Grace Keppel
Financial Adviser
Bryan Warnett
Financial Adviser
Simon Cook
Financial Adviser
Oliver Harris
Financial Adviser
Adam Benham
Financial & Mortgage Adviser
Julie Clapperton
Financial Adviser
Paraplanning and Technical Support
Please use the links below to learn more about the team.
Linda Scott
Paraplanner
Laura Hoy
Paraplanner
Carson Li
Technical Administrator
Client Servicing
Please use the links below to learn more about the team.
Angela Emrey
Senior Client Servicing Administrator
Rachel Wilkinson
Client Servicing Administrator
Ellie Greenleaf
Client Servicing Administrator
Megan Forrester
Client Servicing Administrator
Administration Support
Please use the links below to learn more about the team.
Rebecca Andrews
Client Administrator
Hannah Gilbert
Client Administrator
Richard Potts
Client Administrator
Hannah Swales
Client Administrator
Christine Penk
Mortgage and Protection Administrator
Joanne Cusack
Client Relationship Co-ordinator
Sophie Brunt
Office Co-ordinator
Estate Support
Please use the links below to learn more about the team.
Emily Bell
Estate Consultant
Rebecca Norgate
Estate Administrator
