Our teams


Our friendly team of experts are always on hand to help.

Our Team

Adam Rowland-Jones – Investment Administrator

Adam Rowland-Jones

Investment Administrator

Adele Wakefield – Corporate Scheme Administrator

Adele Wakefield

Corporate Scheme Administrator

Alastair Cuthbert – Professional introducer

Alastair Cuthbert

Professional introducer

Alexander Carroll – Client Support Administrator

Alexander Carroll

Client Support Administrator

Amanda Deaville – Finance Executive

Amanda Deaville

Finance Executive

Andy Kirke – I.T. Manager

Andy Kirke

I.T. Manager

Angela Leigh – Client Support Administrator

Angela Leigh

Client Support Administrator

Annabel Wright – Client Support Administrator

Annabel Wright

Client Support Administrator

Anna Sinelnikova – Chartered Financial Planner

Anna Sinelnikova

Chartered Financial Planner

Ashleigh Jennings – Mortgage Case Handler

Ashleigh Jennings

Mortgage Case Handler

Ashley Stirton – Technical Support Analyst

Ashley Stirton

Technical Support Analyst

Carl Abbott – Commercial Account Development Executive

Carl Abbott

Commercial Account Development Executive

Caroline Wilson – Senior Client Support Administrator

Caroline Wilson

Senior Client Support Administrator

Charles Butler – Technical Support Analyst

Charles Butler

Technical Support Analyst

Charles Singlehurst – Technical Consultant

Charles Singlehurst

Technical Consultant

Charlla Razi – Technical Support Analyst

Charlla Razi

Technical Support Analyst

Chloe McNamara – Technical Support Administrator

Chloe McNamara

Technical Support Administrator

Chris Zachariou – Client Support Administrator

Chris Zachariou

Client Support Administrator

Claire Ellin – Client Support Administrator

Claire Ellin

Client Support Administrator

Clive Westbrook – Group Finance Director

Clive Westbrook

Group Finance Director

Colette Noble – Head of Business Change

Colette Noble

Head of Business Change

Craig Ryan – Mortgage Case Handler

Craig Ryan

Mortgage Case Handler

Daniel Barratt – Chartered Financial Planner

Daniel Barratt

Chartered Financial Planner

Daniel Bescoby – Trainee Technical Support Analyst

Daniel Bescoby

Trainee Technical Support Analyst

Dan Cockayne – Chartered Financial Planner

Dan Cockayne

Chartered Financial Planner

Danny Renshaw – Chartered Financial Planner

Danny Renshaw

Chartered Financial Planner

David Baker – Managing Director

David Baker

Managing Director

Declan Davies – Technical Consultant

Declan Davies

Technical Consultant

Donna Tuohy – Senior Client Support Administrator

Donna Tuohy

Senior Client Support Administrator

Edward Backhouse – Client Support Administrator

Edward Backhouse

Client Support Administrator

Eleanor Fish – Mortgage Team Manager

Eleanor Fish

Mortgage Team Manager

Ella Davies – Chartered Financial Planner

Ella Davies

Chartered Financial Planner

Emma Hatfield – Marketing Manager

Emma Hatfield

Marketing Manager

Francesca Davies – Technical Support Administrator

Francesca Davies

Technical Support Administrator

Jack Sands – Account Handler

Jack Sands

Account Handler

James Mullarkey – Senior Technical Support Analyst

James Mullarkey

Senior Technical Support Analyst

James Potter – Client Support Administrator

James Potter

Client Support Administrator

Jill Jones – Head of Client Support

Jill Jones

Head of Client Support

Joel Adams – Founder & Chartered Financial Planner

Joel Adams

Founder & Chartered Financial Planner

Jonathan Halsall – Chartered Financial Planner

Jonathan Halsall

Chartered Financial Planner

Jennifer Turpin – Compliance Administrator

Jennifer Turpin

Compliance Administrator

John Mather – Financial Planner

John Mather

Financial Planner

John Warburton – Development Executive

John Warburton

Development Executive

Jonny Stubbs – Head of Technical Support

Jonny Stubbs

Head of Technical Support

Josh Nelson – Investment Administrator

Josh Nelson

Investment Administrator

Kath McGivern – Client Support Administrator

Kath McGivern

Client Support Administrator

Keith Marcroft – Financial Consultant

Keith Marcroft

Financial Consultant

Liam Grimshaw – IT Support Apprentice

Liam Grimshaw

IT Support Apprentice

Lisa Bennett – Client Support Administrator

Lisa Bennett

Client Support Administrator

Louie Butlin – Client Support Administrator

Louie Butlin

Client Support Administrator

Lucy Harding – Technical Support Administrator

Lucy Harding

Technical Support Administrator

Mark Morgan – Senior Financial Planner

Mark Morgan

Senior Financial Planner

Mark Tueart – Managing Director

Mark Tueart

Managing Director

Mary Aspinall – Executive Assistant

Mary Aspinall

Executive Assistant

Max Hamblett – Technical Support Analyst

Max Hamblett

Technical Support Analyst

Michael Kennedy – Chartered Financial Planner

Michael Kennedy

Chartered Financial Planner

Michelle Broadhurst – Client Support Administrator

Michelle Broadhurst

Client Support Administrator

Michelle Thompson – Corporate Scheme Manager

Michelle Thompson

Corporate Scheme Manager

Mike Holden – Founder & Group CEO

Mike Holden

Founder & Group CEO

Natalie Hayes – Technical Support Administrator

Natalie Hayes

Technical Support Administrator

Nathan Smith – Mortgage Administrator

Nathan Smith

Mortgage Administrator

Neil Sadler – Partner

Neil Sadler

Partner

Nicola Kane – HR & Facilities Executive

Nicola Kane

HR & Facilities Executive

Paul Fielding – Director - LIFT-Insurance

Paul Fielding

Director - LIFT-Insurance

Rachel Watson – Technical Support Administration Team Leader

Rachel Watson

Technical Support Administration Team Leader

Rhys Edwards – Mortgage Consultant

Rhys Edwards

Mortgage Consultant

Rob Smith – Chartered Financial Planner

Rob Smith

Chartered Financial Planner

Ross Glanfield – Partner

Ross Glanfield

Partner

Ryan Etchells – Client Support Administrator

Ryan Etchells

Client Support Administrator

Sarah Rowson – Technical Support Analyst

Sarah Rowson

Technical Support Analyst

Sarah Rutter – Marketing Assistant

Sarah Rutter

Marketing Assistant

Sarah Wilson-Trainor – Chartered Financial Planner

Sarah Wilson-Trainor

Chartered Financial Planner

Simon Morgan – Mortgage Consultant

Simon Morgan

Mortgage Consultant

Sophie Currie – Client Support Administrator

Sophie Currie

Client Support Administrator

Stephen Whitby – Chartered Financial Planner

Stephen Whitby

Chartered Financial Planner

Steve McNicholas – Investment Team Leader

Steve McNicholas

Investment Team Leader

Stuart Niman – Investment Consultant (LIFT-Invest)

Stuart Niman

Investment Consultant (LIFT-Invest)

Suzanne Armstrong – Senior Client Support Administrator

Suzanne Armstrong

Senior Client Support Administrator

Suzanne McGowan – Head of employer services

Suzanne McGowan

Head of employer services

Tarryn Gorman – Senior Technical Support Analyst

Tarryn Gorman

Senior Technical Support Analyst

Taylor Hughes – Client Support Administrator

Taylor Hughes

Client Support Administrator

Tom Brown – Technical Consultant

Tom Brown

Technical Consultant

Toma Ramanauskaite – Account Handler

Toma Ramanauskaite

Account Handler

William Nevill – Technical Consultant

William Nevill

Technical Consultant

Wesley Joyce – Technical Support Administrator

Wesley Joyce

Technical Support Administrator

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