Anthony Brown
Administrator Anthony joined us in early 2024 after moving to the area with his young family, who keep him very busy outside of work. Anthony’s main responsibility is managing the adviser’s diaries, so you will probably speak to him when you book an appointment with us.
Joseph Haselgrove
Paraplanner After completing an Advanced Diploma in Business Management, Joseph started work in the recruitment sector before deciding to pursue a career in financial services and joining us as a Financial Administrator. A strong communicator used to working under pressure and to tight deadlines, Joseph achieved his goal of completing his Diploma in Regulated Financial […]
Clare Johnson-Smith
Financial Researcher Clare joined the team in February 2020 as an Administrator from a large wealth management company. An efficient organiser, she now plays a vital role within our Research Team, specialising in the preparation of annual review reports, file checking and ensuring that client records are accurate and up to date. Clare also supports […]
Lisa Sheridan
Financial Researcher Lisa started a career in financial services 21 years ago, including some time spent in Australia. After several years raising a family during which she set up her own highly successful childminding business, Lisa returned to the sector as a Financial Administrator in 2021 and now specialises in the preparation of Reports for […]
Alex Langford
Paraplanner Alex joined us seeking more diverse and challenging paraplanning opportunities following seven years of experience in the industry. She had been qualified and working as a Paraplanner for two years before joining our Research Team. A strong background in IFA administration means Alex has detailed knowledge of what clients need and want in the […]
Ellie Muir
Senior Paraplanner CertPFA, DipFA With nine years of experience in the financial services industry, Ellie brings a well-rounded and practical perspective to our Research Team, supporting our Financial Advisers with insight and expertise. As a Senior Paraplanner, she has responsibility for managing the team workload to ensure timely delivery and act as a technical point […]
Ross Carleton
Independent Financial Adviser BSc. (Hons), DipPFS Ross opted for a career in finance following a chemistry degree. Joining us in 2022, he worked alongside our advisers as a Senior Paraplanner drafting recommendations which have helped a diverse range of clients achieve their financial goals. Now with over 10 years experience in the industry, Ross’s approach […]
Natasha Sedge
Independent Financial Adviser, Head of Paraplanning & Research BA Hons DipPFS Natasha is a fully qualified Independent Financial Adviser and also heads up our Research and Paraplanning Team. Having joined the firm in 2015 after working for two years with a pension provider, Natasha worked her way up the ranks building and developing her existing […]
