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

Yvonne Bavin

Director

Michael Phillips

Senior Chartered Financial Planner
Full profile

Helen Shepherd

Administration Manager

Melanie Randall

Marketing and Events Manager

Debbie Harrison

Assistant Admin Manager

Tom Oliver

Paraplanner

Nats Hartt

Administrator

Vicky Maher

Assistant to Director

Helen Tite

Finance & Operations Coordinator

Alex Metcalfe

Administrator

Caroline Bailey

Administrator

Ella Manning

Apprentice Financial Administrator

Michele Johnson

Client Officer

Nicola Lawrence

Administrator

Paula Kenway

Administrator