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.
Michelle Woodward
Financial Planner
Joe O’Connor-Smith
Corporate Benefits Consultant
Steven Haldane
Financial Planner
Chris Lomas
Director of Sales
Lauren Appleby
Mortgage and Protection Adviser
Steven Thompson
Financial Planner
Peter Broughton
Financial Planner
Olga Robertson
Financial Planner
Craig Herd
Financial Planner
Michael Baxter
Financial Planner
Jade Jackson
Financial Planner
Mary Henderson
Financial Planner