Meet the team

Get to know the experts who are committed to your financial future

Scott Atkinson

Managing Director & Chartered Financial Planner

View profile

Katie Hately

Chartered Financial Planner

View profile

Simon Frost

Managing Director & Chartered Financial Planner

View profile

Emma Saunders

Financial Planner

View profile

Scott Shadwell

Financial Planner

View profile

Lewis Keates

Paraplanner

View profile

Paige Howles

Paraplanner

View profile

Heidi Cunningham

Client Services Support

View profile

David Shepherd

Head of Business and Finance

View profile

Rosie Wills

Client Services Manager

View profile

Michelle Good

Operations and Compliance Manager

View profile