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
Neil Jeffrey
Head of Private Clients
Brian Swanson
Head of IFA Recruitment
Tony Vardy
Head of Compliance
Lynne Knight
Risk Manager
Sophie Earl
Compliance Assistant
Connor Turner
Compliance Assistant
Chloe Fleming
Office Manager
Scott Armstrong
Marketing Executive
Janet Cowan
Administrative Assistant
Karl Shields
Administrative Assistant
Chris Irwin
Truly Private Clients Adviser
Craig Hopkins
Truly Private Clients Adviser
Rohid Ladva
Truly Private Clients Adviser
Hayley Gibson
Trainee Financial Adviser
John Salkeld
Business Analyst