Steve Renfrew
Managing Director
Duncan Read
Consultant
Hugh Phillips-Baker
Financial Director
Christine Shackleton
Business Support Manager
Administration
Suzyo Ngoma-Green
Head of Adviser Remuneration
Accounts
Sarah Murphy
Head of Financial Reporting
Tom Chilton
Compliance Manager
Operations
Andrew Cook
T & C Manager
Amy Keast
Business Manager
Jack Bloodgood
Operations Assistant
Philip Goring
Management Accountant
Jenna Sach
Oksana Veshko
Accounts Assistant
Inga Zalaliene
Fees and Income Manager
Michelle Johnson
Onboarding Manager
Jo Martin
New Business Manager
Vicky Boyle
Administrator
Katie King
Sarah Mann
Steve Mosby
Onboarding Assistant
Rebecca Murray
Helen Thompson
