We are a National IFA Firm with advisers based throughout the UK. Our Carlisle office is the main headquarters for the business, and there are additional mini-business hubs in various locations. We place huge importance on supporting and promoting our advisers so they can do what they do best; spend time with clients. When our advisers are happy, their clients are happy too.
As our adviser numbers grow, so too will our head office staff numbers. However, we focus on effectiveness and efficiency which means we run the whole business with the ratio of 1 member of staff per 10 advisers. This ratio of quality ensures our advisers retain more, without any reduction in the excellent support we are known for.
Andrew Goodwin
CEO
Katie Brinsden
Managing Director
Elliot Daniels
Head of Compliance
Gemma Corbitt
Head of Operations
Barry Wiggett
Senior File Reviewer
Cara Robinson
T&C Supervisor
Sophie Earl
Compliance Assistant
Connor Turner
Compliance Assistant
Martha Pardoe
Business Relationship Manager
Josh Dover
File Reviewer
Chloe Fleming
Office Manager
Scott Armstrong
Marketing Executive
Karl Shields
Administrative Assistant
John Salkeld
Financial Analyst
Charlotte McGough
TPC Admin Assistant
Paul Greveson
Recruitment Manager
Kiera Jenkinson
Receptionist