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

Contact details

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

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