Meet the Team

Management Team

Simon Youlton
Group Chief Executive Officer
Stuart Budgen
Commercial Director
Stuart Peate
Financial Planning Director
Morven Grierson
Group Compliance Director
Karolina Korf-Youlton
Group Operating Financial Officer

Planning Team

Gary Read
CeMAP, DipFA Financial Planner
Andy Nicholls
DipPFS CertPFS (DM) Financial Planner
Neil Howchin
Adv DipFA, APFS, CertLTCP Chartered Financial Planner
Andrew Howarth
DipFA Certs CII (MP & ER) Financial Planner
Martin Harvey
FPFS, Certs CII (MP & ER) EFP Chartered Financial Planner
Richard Harley
DipPFS Financial Planner

Paraplanning Team

Kate Wooding
DipPFS Paraplanner
Michael Shepard
Trainee Paraplanner
Claire Robertson
DipPFS Paraplanner
Steven Montague
DipPFS Paraplanner
Rachel Halton
DipPFS Paraplanner
Zeeshan Ashraf
DipPFS Paraplanning Manager

Operations Team

Marta Korf
BA (Hons) MSc Client Support Manager
Leanne Jeeves
Practice Support Manager
Sandra Hynds
Practice Administrator
Sam Fryer
Client Support Manager
Hayley Fairclough
Client Support Manager
Debbie Ditcham
Client Support Manager
Karen Curry
Practice Manager

Compliance Team

Duncan Gafney
Assistant Compliance Officer

ConsultancyTeam

David Ferman
Senior Consultant