Meet the Team

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

Henry Durrant

Financial Adviser

Joanne Ellerby

Financial Adviser

Diana Cooper

Financial Adviser

Stephanie Hackett

Head of Operations

Joanna More

Strategic Director
partner placeholder

Marged Rees

Senior Financial Administrator
partner placeholder

Joanne Evans

Financial Administrator
partner placeholder

Richard Davies

Financial Administrator
partner placeholder

Caroline Di Ruzza

Paraplanner
partner placeholder

Rachel de Wreede

Receptionist and Client Liaison