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

Rachel Corby

Paraplanner

Harvey Rees

Paraplanner
partner placeholder

Natalie Wilson-Jones

Paraplanner

Ian Kinch

Trainee Paraplanner

Kayleigh Pawson

Senior Administrator

Loucie O'Connell

Client Services Support

Sian Green

Client Services Support

Max Kyte

Client Services Support

Reece McGovern

Client Services Support
partner placeholder

Lauren Keir

Client Services Support