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.
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
Harry Pratt
Financial Planner
Graham Clarkson
Financial Planner
Garry Donnelly
Chartered Financial Planner
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