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

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

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