Our People

Our management team has a wealth of knowledge and experience that is used to support our advisers, ensuring the best possible results for our clients and their families.

Steven Cooper

Chief Executive Officer

Frances Abbott

Head of Onboarding

Kelsey Gladwell Copy

Chartered Financial Planner

Hannah Rogers

Chartered Financial Planner

Helen Lacey

Paraplanner

Matthew James

Head of office

Lauren Herrick-Callis

Chartered Financial Planner

Julian Fryer

Chartered Financial Planner

Callum Tyrrell

Chartered Financial Planner

Graham Cornforth

Corporate Finance Director

Jack Cronin

M&A Partner

Suzanne Darling

M&A Business Partner

David Hickey

Chairman

Simon Wilson

Chief Financial Officer

Steve Easter

Managing Director (Mortgage & Protection)

Marguerite Peyton

Managing Director (Financial Planning)

Shona Lowe

Managing Director (North and Mineral)

Mike Slater

Managing Director (Central)

Mark Donnelly

Senior M&A Partner

Tony Hanlon

Managing Director (South)

Peter Holden

Chartered Financial Planner

Philippa Maw

M&A Partner

Steve McNicol

Chief Development Officer

Andy Fell

Chartered Financial Planner

Imogen Hambly

Portfolio Manager

Gavin Green

Business Growth Director

Ursula Sweis

Group Regulatory Director

Euan Morris

Business Analyst

Sandeepa Ratnayake

M&A Project Coordinator

Steve McNicol

Chief Development Officer

Tom Taylor

Chief Risk Officer

Nick Stebbing

Chief Product and Proposition Officer

Russell Bignall

Chief Financial Planning Officer

Simon Pile

Chief M&A Officer

Peter Wright

Head of Financial Due Diligence

Chris Coulson

Marketing Director

Claire Dent

Chief People Officer

Michael Hall

Programme Director

Oli Plant

Chief Operations Officer

Graham Cornforth

Corporate Finance Director

Dennis Reed

Business Development Consultant

Oliver Stone

Investment Director

Sean McParland

Chartered Financial Planner

Peter Savage

Chartered Financial Planner

Sean Larkin

Chartered Financial Planner