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Simon Allan DipPFS

Financial Planner

Warrington Office

Fay Anderson

Intelliflo Specialist Support

Lancaster House

Robert Anglin

Halesowen Office

Tony Apps DipPFS

Financial Planner

Marlborough Office

Zee Aslam

Senior Management Accountant

Lancaster House

Jessica Baldwin

Jessica Baldwin CeMAP

Mortgage and Insurance Adviser

Halifax Office

Jason Bant

Worthing Office

Colin Beton MLIBF

Financial Planner

Chesham Office

Vish Bhagat DipFA

Financial Planner

Rickmansworth Office

Mohammed Bostan

Halesowen Office

Simon Brittain

Halesowen Office

Derek Brownie FPFS

Chartered Financial Planner

Chesham Office

Andy Bunting DipFA CeLTCI

Principal Designate (Hertford Office) & Financial Planner

Robert Butcher

Robert Butcher FPFS

Chartered Financial Planner

Hampshire Office

Gary Cairns DipFA

Regional Operations Director

Lancaster House

Sarah Carruthers

Acquisitions Accountant

Lancaster House

Mark Cashmore DipPFS

Financial Planner

Maidstone Office

Chris Cawood DipPFS

Financial Planner

Milton Keynes Office

Sarah Chandler FPFS

Chartered Financial Planner

Newcastle Office

Joshua Clark DipPFS

Financial Planner

Newcastle Office

Will Cooke APFS

Chartered Financial Planner

Warrington Office

James Cooper APFS

Chartered Financial Planner

Chorley Office

Mark Copsey

Mark Copsey

Regional Director

Essex Office

Simon Coward

Financial Planner

Newcastle Office

Caroline Cox

M&A Integration Team Leader

Lancaster House

Tom Daniels Chartered MCSI DipPFS

Financial Planner

Newcastle Office

Tim Dawson DipPFS

Financial Planner

Newcastle Office

Robert Docherty

Financial Planner

Newcastle Office

Neil Donnelly

Neil Donnelly

Financial Planner

Essex Office

Scott Edwards CertCII DipPFS

Financial Planner

Newcastle Office

Paul Everett

Group Operations Manager

Lancaster House

Mike Fisher DipPFS

Financial Planner

Woodstock Office

Peter Fitchett

Group Remuneration Manager

Lancaster House

Nick Fitter

Acquisitions Compliance Consultant

Lancaster House

Gareth Frensham

Gareth Frensham DipFA

Financial Planner

Braintree Office

John Garvey APFS ACII

Chartered Financial Planner

Warwickshire Office

Paul Golding

Staffordshire Office

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Newcastle Office

Richard Green

Richard Green FPFS

Chartered Financial Planner

Halifax Office

Lewis Greenwood

Financial Planner

Maidstone Office

Stuart Groves

Training & Compliance Manager

Lancaster House

Alan Harding

Staffordshire Office

Richard Hardy DipPFS

Financial Planner

Newcastle Office

Thomas Harrison DipPFS

Financial Planner

Imran Hassan

Imran Hassan DipPFS

Financial Planner

Grimsby Office

Andrew Heap DipPFS

Financial Planner

Newcastle Office

Mena Heer

M&A Integration Project Manager

Lancaster House

Frederick Hervey-Bathurst

Sir Frederick Hervey-Bathurst FPFS

Director & Chartered Financial Planner

Hampshire Office

Kevin Higgs DipPFS

Financial Planner

Marlborough Office

Darren Hodkinson

Acquisitions Compliance Manager

Lancaster House

Barry Hunt APFS

Chartered Financial Planner

Newcastle Office

Julie Hunter DipPFS

Financial Planner

Newcastle Office

John Illingworth DipPFS

Financial Planner

Darlington Office

John Jackson

John Jackson DipPFS Cert CII (MP & ER)

Financial Planner

Halifax Office

Brian Jacques DipPFS

Financial Planner

Newcastle Office

Brian Johnson DipPFS

Financial Planner

Newcastle Office

Sunil Karia DipPFS

Financial Planner

Chesham Office

Kelly Pickup

Springfield House

Rob Kinniburgh DipPFS

Financial Planner

Newcastle Office

Teresa Lea

Acquisitions Compliance Manager

Lancaster House

Steve Leicester APFS

Chartered Financial Planner

Chorley Office

Olivia Lowe DipPFS

Financial Planner

Oswestry Office

Andrew Luczynski

Training & Competence Manager

Lancaster House

Dev Makrani

Financial Planner

Maidstone Office

Louise McCall FPFS

Chartered Financial Planner

Oswestry Office

Ross McFadzean

Ross McFadzean APFS

Chartered Financial Planner

Halifax Office

Dave McWilliams

Group Acquisitions Director

Lancaster House

Julie Meulenbergs

Group Head of Business Monitoring

Lancaster House

Lucy Morris

M&A Integration Project Coordinator

Lancaster House

Kristian Murphy

Head of Acquisitions Compliance

Lancaster House

Jonathan Myers

Jonathan Myers DipPFS CeMAP

Financial Planner

Halifax Office

Phil Newton APFS

Chartered Financial Planner

Warrington Office

Daria Opanowska

Group Finance Manager

Lancaster House

Russell Palmer

Chartered Financial Planner

Ramsey, Huntingdon Office

Martin Pearce

Operations Manager

Woodstock Office

Charles Penn

Group Head of Marketing & Business Development

Newcastle Office

Stuart Plows

Financial Planner

Corby Office

James Posnett CFP™ CHARTERED MCSI

Certified Financial Planner

Eastbourne Office

Ray Prince CFP

Certified Financial Planner

Newcastle Office

Colin Pritchard ACII FPFS

Chartered Financial Planner

Warwickshire Office

Lee Pryor

Financial Planner

Braintree Office

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Milton Keynes Office

Ceri H Robbins ACSI

Director

Newcastle under Lyme Office

Paul Roper

Worthing Office

Sara Scarry

Group Data Analysis & MI Manager

Newcastle Office

Richard Sherwood DipFA

Financial Planner

Marlborough Office

Stephen Sheppard FPFS

Chartered Financial Planner

Marlborough Office

Jagdeep Singh DipFA

Financial Planner

Chesham Office

Claire Slater DipPFS Cert CII (MP & ER)

Financial Planner

Maidstone Office

Trevor Smith

Trevor Smith APFS

Chartered Financial Planner

Hampshire Office

Sam Smith

Group Acquisitions Director

Lancaster House

Paul Southgate

Financial Planner

Braintree Office

John Stimpson DipPFS

Financial Planner

Corby Office

James Stokoe Chartered FCSI

Financial Planner

Crystal Palace Office

Dan Stokoe FPFS

Office Principal

Chorley Office

Sophie Stradins DipPFS

Financial Planner

Chorley Office

John Sutcliffe DipFA

Financial Planner

Newcastle Office

Jamie Taylor

Financial Planner

Woodstock Office

Jamie Tocher

Financial Planner

Newcastle Office

Tracy Andrews DipFA  

 Financial Planner 

Woodstock Office

Paul Tyler DipPFS

Financial Planner

Milton Keynes Office

Graeme Urwin DipPFS

Financial Planner

Newcastle Office

Susan Wade DipPFS Certs CII (MP & ER)

Financial Planner

Braintree Office

Gary Walsh

Gary Walsh FPFS

Chartered Financial Planner

Hampshire Office

David Wass

David Wass

Financial Planner

Essex Office

Richard Watson Cert CII DipPFS

Financial Planner

Woodstock Office

Ian Wilkinson

Director, Financial Planner

Newcastle Office

Claire Wilson DipPFS

Financial Planner

Newcastle Office

Lindsey Wood

Group Head of People

Lancaster House

John Wyllie

John Wyllie DipPFS CeMAP

Financial Planner

Halifax Office

Towcester Office

4 Selby Barns
Duncote
Towcester
Northants
NN12 8AL

Holmer Green Office

2 Pond Approach
Holmer Green
Buckinghamshire
HP15 6RH

Leeds Office

95 Aberford Road
Oulton
Leeds
LS26 8SL

Harrogate Office

Sceptre House
Hornbeam Square
North Harrogate
HG2 8PB

DJH Office

Lake View
Festival Way
Stoke-on-Trent
ST1 5BJ

Cambridge Office

Suite 1 Pioneer House
Chivers Way
Histon
Cambridge
CB24 9NL

Worthing Office

B2 Yeoman Gate
Yeoman Way
Worthing
West Sussex
BN13 3QZ

Belper Office

10 Chapel Street
Belper
Derbyshire
DE56 1AR

Oulton, Leeds Office

95 Aberford Road
Oulton
Leeds
LS26 8SL

Halifax Office

66 West Street
Sowerby Bridge
Halifax
HX6 3AP

Sheffield Office

St James House
Vicar Lane
Sheffield
S1 2EX

Corby Office

3 Adelaide House
Corbygate Business Park
Priors Haw Road
Corby
Northants
NN17 5JG

Grimsby Office

2c Kirkgate, Waltham
Grimsby
N.E Lincolnshire
DN37 0LS

Essex Office

Office E, Dutch Barn
Ford End
Nr Chelmsford
Essex
CM3 1LN

Chiltern Office

Chiltern House, Unit 5
Stokenchurch Business Park
Ibstone Road
Stokenchurch, Bucks
HP14 3FE

Hampshire Office

The Coach House
Somborne Park
Nr. Stockbridge
Hampshire
SO20 6QT

Ipswich Office

1 & 3 Constable Court
The Street
Belstead
Ipswich
IP8 3LY

Nottingham Office

Aspire House, 1st Floor
19 Musters Road
West Bridgford
Nottingham
NG2 7PP

Shrewsbury Office

Cedar House
Sitka Drive
Shrewsbury Business Park
Shrewsbury
SY2 6LG

Penrith Office

11 St Andrews Churchyard
Penrith
CA11 7YE

Mayfair Office

12 Hay Hill
Mayfair
W1J 8NR

Braintree Office

Winghams House
9 Freeport Office Village
Century Drive
Braintree
Essex
CM77 8YG

Lincolnshire Office

29 Market Place
Caistor
Market Rasen
Lincolnshire
LN7 6QE

Southend-on-Sea Office

Rutland House
90-92 Baxter Avenue
Southend-on-Sea
Essex
SS2 6HZ

Cardiff Office

Quest House
St Mellons Business Park
Fortran Road
Cardiff
CF3 0EY

Harpenden Office

Nine Waterside
Station Road
Harpenden
Hertfordshire
AL5 4US

Huddersfield Office

10 New North Parade
Huddesfield
HD1 5JP

Chesham Office

Chessman House
4-6 Red Lion Street
Chesham
Buckinghamshire
HP5 1HF

East Molesey Office

145 Walton Road
East Molesey
Surrey
KT8 0DU

Newcastle under Lyme Office

Whitehall House
Sandy Lane
Newcastle under Lyme
Staffordshire
ST5 0LZ

Reading Office

38-40 Station Road
Twyford
Reading
RG10 9NT

Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Dinnington, Sheffield Office

Unit 2, Clock Court
Campbell Way
Dinnington
Sheffield
S25 3QD

Darlington Office

Regency House
51 Coniscliffe Road
Darlington
County Durham
DL3 7EH

Hexham Office

2B Tanners Yard
Hexham
Northumberland
NE46 3NL

Stockport Office

Riverside House
Cheshire
SK4 2HD

Stockton Office

Vintage House
Lockheed Court
Stockton-on-Tees
TS18 3SH

Warrington Office

The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Chorley Office

Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY

Woodstock Office

1 The Quadrangle
Woodstock
Oxon
OX20 1LH

Wingrave Office

9c Wingbury Courtyard
Leighton Road
Wingrave
Buckinghamshire
HP22 4LW

Droitwich Office

13 Roman Way Business Centre
Droitwich
Worcestershire
WR9 9AJ

Glocester Office

4th Floor Llanthony Warehouse
Gloucester Docks
Gloucester
GL1 2EH

Gloucester Office

4th Floor Llanthony Warehouse,
Gloucester Docks
Gloucester
GL1 2EH

Ramsey, Huntingdon Office

61a Great Whyte
Ramsey
Huntingdon
Cambridge
PE26 1HL

Rotherham Office

Linden House
34 Moorgate Road
Rotherham
S60 2AG

Johnstone Office

22 Church Street
Johnstone
Renfrewshire
PA5 8DU

Halesowen Office

1 St Kenelm Court
Steel Park Road
Halesowen
B62 8HD

Maidstone Office

Vaughan Chambers - Ground Floor
4 Tonbridge Road
Maidstone
Kent
ME16 8RP

Canterbury Office

First Floor, 27 Watling Street
Canterbury
Kent
CT1 2UD

Eastbourne Office

Suite 18a, Pacific House
Sovereign Harbour Innovation Park
1 Easter Island Place
Eastbourne
East Sussex
BN23 6FA

Marlborough Office

Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG

Milton Keynes Office

3 Whittle Court
Seebeck Place
Knowlhill
Milton Keynes
MK5 8FT

Staffordshire Office

Unit 4, Crompton Court
Attwood Road
Burntwood Business Park
Staffordshire
WS7 3GG

Crystal Palace Office

Foresters Hall
25 – 27 Westow Street
London
SE19 3RY

Warwickshire Office

Unit 1 Croft Court
Croft Lane
Temple Grafton
Alcester
Warwickshire
B49 6PW

Stoke-on-Trent Office

Lake View
Festival Way
Stoke-on-Trent
ST1 5BJ

Nantwich Office

17 Alvaston Business Park
Middlewich Road
Nantwich
Cheshire
CW5 6PF

Oswestry Office

15 English Walls
Oswestry
Shropshire
SY11 2PA

Dore, Sheffield Office

26 Causeway Head Road
Dore
Sheffield
S17 3DT

Crewe Office

5 Chantry Court
Forge Street
Crewe
Cheshire
CW1 2DL

St Leonards On Sea Office

First Point
St Leonards Road
Allington
Maidstone
ME16 0LS

Headingley, Leeds Office

22 Castle Grove Drive
Headingley
Leeds
LS17 5PD

Sedgefield Office

11 North End
Sedgefield
County Durham
TS21 2AZ

Rickmansworth Office

89 High Street
Rickmansworth
Hertfordshire
WD3 1EF

Hertford Office

The Red House
Bluecoats
Hertford
Hertfordshire
SG14 1AX

Wealth Experts Office

Lake View
Festival Way
Stoke-on-Trent
ST1 5BJ