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


Katie Brinsden

Managing Director

Neil Jeffrey

Head of Private Clients

Gemma Corbitt

People & Operations Manager

Lynne Knight

Risk Manager

Elliot Daniels

T&C Supervisor

Sophie Earl

Compliance Assistant

Connor Turner

Compliance Assistant

Josh Dover

File Reviewer

Chloe Fleming

Office Manager

Scott Armstrong

Marketing Executive

John Salkeld

Business Development Analyst

Karl Shields

Administrative Assistant

Contact details

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

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