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.
Craig Herd
Financial Planner
Michael Baxter
Financial Planner
Mary Henderson
Financial Planner
Stuart Mehrtens
Financial Planner
Peter Beacham
Financial Planner
John Carter
Financial Planner
Simon Boardman
Employee Benefits Adviser
Sophie McLoughlin
Head of Operations
Alan Hopley
Head of Financial Planning & Analysis
Greg Klar
Head of Operations for Radiant Platform Management
Samantha Darbyshire
EA to Simon Cogman-Hellier | Marketing Co-ordinator
Robert Taylor
Group Compliance Director
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