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Our People

Our services are built on expertise, market knowledge, impartiality and commitment to quality in all areas. From top to bottom we believe in building long term relationships with our clients, both corporate and personal, based on integrity, mutual trust, results and excellent service.

Advice excellence

Managing Director

  • Jerry Green

Specialist Financial Advisers

  • Stephen Roberts
  • Richard Broadbent
  • Andrew Barron
  • Warwick Heap
  • David Duncan

Our dedicated team is committed to ensuring optimum customer care for you in all areas of operations

Chief Operating Officer

  • Colin Vickers

Customer Service

  • Katy Renshaw (Manager)
  • Mia Cockayne
  • Morgan Seddon
  • Donna Barrow

Compliance Manager

  • Derek Humphrey


  • Nicola Burns