Meet the Team

Planning Team

Stuart Budgen
BA (Hons) FPFS, EFP, Chartered Financial Planner
Stuart Peate
Financial Planner
Andrew Howarth
DipFA Certs CII (MP & ER), Financial Planner
Martin Harvey
FPFS, Certs CII (MP & ER), EFP, Chartered Financial Planner

Paraplanning Team

Kate Wooding
DipPFS, Senior Paraplanner
Zeeshan Ashraf
DipPFS, Paraplanning Manager
Duncan Gafney
Associate Planner and Growth Innovation Manager
Steven Montague
DipPFS, DM, EFA, DFS (FP), Associate Planner and Growth Innovation Manager

Operations Team

Leanne Jeeves
Practice Support Manager
Sam Fryer
Client Support Manager
Debbie Ditcham
Client Support Manager
Karen Curry
Practice Manager