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.
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
James Cumming
Chief Finance Officer
Angus Mackintosh
Financial Planner
Simon Cogman-Hellier
Chief Executive Officer
Dr Paul Jackson
Financial Planner
Ian Fleming
Financial Planner
Mark Rolfe
Financial Planner
James Walford
Financial Planner
Jake Clarkson
Financial Planner
No results found.