Meet the Team
Please use the links below to learn more about the team.
Marnie Maritza
Wealth Management Consultant & Mortgage Adviser
Simon Francis
Wealth Management Consultant
Richard Ormiston
Wealth Management Consultant
Jan Lloyd
Wealth Management Consultant
Jack Lowe
Wealth Management Consultant
Ruth Chambers
Operations Manager
Tracy Mattear
Practice Manager
Caroline Parker
Head of Client Relations
Mish Potter
Head of Client Investments
Teresa Pearce
Head of Client Administration
Claire Allen
Senior Administrator
Oliver Thellusson
Client Investment Team Leader
Anna Arnold
Trainee Client Investments Co-ordinator
Chris Mattravers
Client Administration Co-Ordinator
Jazmine Atkins
Client Administration Co-Ordinator
Ruby Taylor-Caine
Client Relationship Co-Ordinator
Hayley York
Client Relationship Co-ordinator
Jessie Dickens
Personal Assistant
Scarlett Fountain
Client Investment Co-Ordinator
Jess Smith
Client Administration Co-Ordinator
