Meet the Team

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

Matthew Sargeant DipPFS

Wealth Management Consultant

Matthew Harrison DipPFS

Wealth Management Consultant

Jack Hughes

Wealth Management Consultant

Daisy Groom

Practice Manager

Lauren Twigg

Chartered Paraplanner

Rachel Corby

Paraplanner

Harvey Rees

Paraplanner

Ian Kinch

Trainee Paraplanner

Kayleigh Pawson

Senior Administrator

Loucie Horton

Client Services Support

Sian Green

Client Services Support

Max Kyte

Client Services Support

Reece McGovern

Client Services Support