Meet the Team

Please use the links below to learn more about the team.

Gregor Watt

Managing Director & Chartered Financial Planner
Full profile

Gary Lynch

Director of Finance & Operations

Richard Phillips

Non-Executive Director

Michael Phillips

Senior Chartered Financial Planner
Full profile

Mark Richings

Adviser Development Manager and Senior Chartered Financial Planner
Full profile

Helen Shepherd

Administration Manager

Melanie Randall

Marketing and Events Manager

Michele Edwards

Senior Paraplanner

Tom Oliver

Paraplanner

Nats Hartt

Assistant to Director

Vicky Maher

Assistant to Director

Helen Tite

Finance & Operations Assistant

Alex Metcalfe

Administrator

Caroline Bailey

Administrator

Debbie Harrison

Administrator

Michele Johnson

Client Officer

Nicola Lawrence

Administrator

Paula Kenway

Administrator