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.
Bradley James
Financial Planner
Louise Spencer
Financial Planner
Ariane Fowler
Financial Planner
Rikki McNeill
Financial Planner
Sam Pinnock
Head of Mergers & Acquisitions
Adrian Tomaino
Regional Sales Manager
Tim Robinson
Financial Planner
Peter Thompson, CFA
Investment Manager
Minesh Gajjar
Chief Investment Officer
Natalie Ryan
Investment Support Manager
Tony Riley
Regional Sales Manager
Megan Lang
Head of Human Resources