Financial Profiles
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.
Tess Williams
Head of Advice Standards
Craig Hamilton
Mortgage Adviser
Harvin Samra
Financial Planner
Tim Collier
Financial Planner
Leone Pearce
Chartered Financial Planner
Martin Rivers
Financial Planner
Louise Spencer
Financial Planner
Rikki McNeill
Chartered Financial Planner
Sam Pinnock
Head of Mergers & Acquisitions
Adrian Tomaino
Regional Sales Manager
Peter Thompson, CFA
Investment Manager
Minesh Gajjar
Chief Investment Officer
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