Adam Jones
Corporate Team Leader
Our Financial Planners and Advisers
We know how important it is to find someone you can trust when it comes to your finances, that’s why we’ve put together a brief profile on each of our planners and advisers.
Adrian Tomaino
Regional Sales Manager
Alan Holmes
Mortgage and Protection Adviser
Alan Hopley
Head of Financial Planning & Analysis
Angus Mackintosh
Financial Planner
Chris Lomas
Director of Sales
Craig Hamilton
Mortgage Adviser
Craig Herd
Financial Planner
David Brennan
Chief Investment Officer for Radiant Financial Planning and Financial Planner
Dr Paul Jackson
Financial Planner
Frederick Eden
Financial Planner
Garry Donnelly
Chartered Financial Planner
Graham Clarkson
Financial Planner
Greg Klar
Head of Operations for Radiant Platform Management
Hannah Riley
Financial Planner
Harry Pratt
Financial Planner
Harvin Samra
Financial Planner
Ian Fleming
Financial Planner
Jake Clarkson
Financial Planner
James Cumming
Chief Finance Officer
James Walford
Financial Planner
John Carter
Financial Planner
Kate Grant
Financial Planner
Lauren Appleby
Mortgage and Protection Adviser
Leone Pearce
Chartered Financial Planner
Louise Spencer
Financial Planner
Mark Rolfe
Financial Planner
Martin Rivers
Financial Planner
Mary Henderson
Financial Planner
Megan Lang
Head of Human Resources
Michael Baxter
Financial Planner
Michelle Woodward
Financial Planner
Minesh Gajjar
Chief Investment Officer
Peter Beacham
Financial Planner
Peter Thompson, CFA
Investment Manager
Rikki McNeill
Chartered Financial Planner
Robert Taylor
Group Compliance Director
Sam Pinnock
Head of Mergers & Acquisitions
Samantha Darbyshire
EA to Simon Cogman-Hellier | Marketing Co-ordinator
Simon Boardman
Employee Benefits Adviser
Simon Cogman-Hellier
Chief Executive Officer
Sophie McLoughlin
Head of Operations
Stuart Mehrtens
Financial Planner
Tess Williams
Head of Advice Standards
Tim Collier
Financial Planner
Tony Riley
Regional Sales Manager
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Adam Jones
Corporate Team Leader
Adrian Tomaino
Regional Sales Manager
Alan Holmes
Mortgage and Protection Adviser
Angus Mackintosh
Financial Planner
Craig Hamilton
Mortgage Adviser
Craig Herd
Financial Planner
David Brennan
Chief Investment Officer for Radiant Financial Planning and Financial Planner
Dr Paul Jackson
Financial Planner
Frederick Eden
Financial Planner
Garry Donnelly
Chartered Financial Planner
Graham Clarkson
Financial Planner
Hannah Riley
Financial Planner
Harry Pratt
Financial Planner
Harvin Samra
Financial Planner
Ian Fleming
Financial Planner
Jake Clarkson
Financial Planner
James Walford
Financial Planner
John Carter
Financial Planner
Kate Grant
Financial Planner
Lauren Appleby
Mortgage and Protection Adviser
Leone Pearce
Chartered Financial Planner
Louise Spencer
Financial Planner
Mark Rolfe
Financial Planner
Martin Rivers
Financial Planner
Mary Henderson
Financial Planner
Michael Baxter
Financial Planner
Michelle Woodward
Financial Planner
Peter Beacham
Financial Planner
Rikki McNeill
Chartered Financial Planner
Simon Boardman
Employee Benefits Adviser
Stuart Mehrtens
Financial Planner
Tess Williams
Head of Advice Standards
Tim Collier
Financial Planner
Tony Riley
Regional Sales Manager
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