Anthony Brown
Administrator Anthony joined us in early 2024 after moving to the area with his young family. His experience running his own cleaning business gives him a wide area of knowledge and expertise to draw on in his role in our administration team.
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
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. Having achieved her Level 4 qualification, Ellie is committed to applying her knowledge while continuing to grow professionally through exposure to the wide […]
Ross Carleton
Paraplanner BSc. (Hons), DipPFS Originally a science graduate Ross opted for a career in finance following his degree 6 years ago. He brings strong anaytical and research experience from his scientific background, along with close attention to detail into his Paraplanning role with us.
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 […]
