Our team are professional, experienced, and qualified – we all share the same vision and we’re all aligned to the same purpose of delivering a personal, outstanding client experience and are here to help support you throughout your financial journey
Mike Aitken
Founder and Chairman
Dante Peters
Chief Investment Officer and Financial Planner
Colin Judd
Financial Planning Director
Damien Coughlan
Senior Client Support Assistant
Richard Gridley
Client Support Manager
Ian Hawkes
Chief Executive
Angela Winton
Compliance Director
Zac Ghadially
Financial Planning Director
Jamie Stanford
Chartered Financial Planner
Sharon Taylor
Financial Planner
Abi Cornish
Client Support Assistant
Tracey Thorpe
Client Support Assistant
Cathy Nicolson-Walker
Client Support Manager
Harry Ford
Chartered Financial Planner
Nigel Bollig
Financial Planner
Fran Powell
Client Support Manager
Matthew Horder
Financial Planner
Michelle Kennedy
Office Administrator
Andy Gardner
Financial Planner
Emma Taylor
Head of Marketing and Communication
Mark Radford
Financial Planner
Natalie Sewell
Client Support Manager
Elizabeth Hollamby
Trainee Financial Planner
Doug Pritchard
Chartered Financial Planner
Kimberley Childs
Client Support Assistant
Zoey Moorhouse
Financial Controller
James West
Relationship Director
Sara Fitzherbert
Business Support Manager
Simon Reynolds
Financial Planning Director
Amanda Mayes
Director
Jenny Hampton
Client Support Manager
Andrew Miedzinski
Financial Planning Director
Claire East
Client Support Assistant
Tina Dullaghan
Learning Partner
Victoria Minett
Client Support Manager
James Taylor
Trainee Financial Planner
Guillermo Mateu Ferrandis
Trainee Financial Planner
Fernanda Bottoni
Trainee Financial Planner
David O’Doherty
Trainee Financial Planner
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