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.

Frances Abbott

Head of Onboarding

Graham Cornforth

Corporate Finance Director

Jack Cronin

M&A Partner

Mark Donnelly

Senior M&A Partner

Mike Slater

Managing Director (National)

Peter Donaldson

Managing Director (Partnership)

Gavin Green

Business Growth Director

Danish Khan

Junior Business Analyst

Dennis Reed

Business Development Consultant

Philippa Maw

M&A Associate

Peter Holden

Chartered Financial Planner

Steve McNicol

Chief Development Officer

Euan Morris

Business Analyst

Andy Fell

Chartered Financial Planner

Janice Fielding

Chartered Financial Planner

Imogen Hambly

Research Manager

Lee Hartley

Chief Executive Officer

Steve McNicol

Chief Development Officer

Sandeepa Ratnayake

M&A Project Coordinator

Dennis Reed

Business Development Consultant

Greg Horton

Chief Technology Officer

David Hickey

Chairman

Simon Wilson

Chief Financial Officer

Simon Pile

Chief Accounting Officer

Tom Taylor

Chief Risk Officer

Elliot Warren

Business Analyst

Peter Wright

Head of Financial Due Diligence

Carl Wallis

Group Compliance Director

Ursula Sweis

Group Regulatory Director

Alick Campbell

National Projects Director

Michael Hall

Programme Director

Adam Smith

Chief Operating Officer

Graham Cornforth

Corporate Finance Director

Steve Easter

Managing Director (Mortgage)

Oliver Stone

Head of Portfolio Management

Sean McParland

Chartered Financial Planner

Peter Savage

Chartered Financial Planner

Angela Marson

Chartered Financial Planner

Sean Larkin

Chartered Financial Planner