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.

Adam Jones

Adam Jones

Corporate Team Leader

Adrian Tomaino

Adrian Tomaino

Regional Sales Manager

Alan Holmes

Alan Holmes

Mortgage and Protection Adviser

Angus Mackintosh

Angus Mackintosh

Financial Planner

Craig Herd

Craig Herd

Financial Planner

David Brennan

David Brennan

Chief Investment Officer for Radiant Financial Planning and Financial Planner

Dr Paul Jackson

Dr Paul Jackson

Financial Planner

Eric Mowinski

Eric Mowinski

Financial Planner

Frederick Eden

Frederick Eden

Financial Planner

Garry Donnelly

Garry Donnelly

Financial Planner

Glen Irvine

Glen Irvine

Financial Planner

Graham Clarkson

Graham Clarkson

Financial Planner

Harry Pratt

Harry Pratt

Financial Planner

Ian Fleming

Ian Fleming

Financial Planner

Jade Jackson

Jade Jackson

Financial Planner

Jake Clarkson

Jake Clarkson

Financial Planner

James Walford

James Walford

Financial Planner

John Carter

John Carter

Financial Planner

Lauren Appleby

Lauren Appleby

Mortgage and Protection Adviser

Mark Rolfe

Mark Rolfe

Financial Planner

Mary Henderson

Mary Henderson

Financial Planner

Michael Baxter

Michael Baxter

Financial Planner

Michelle Woodward

Michelle Woodward

Financial Planner

Paul Dovey

Paul Dovey

Chartered Financial Planner

Peter Beacham

Peter Beacham

Financial Planner

Peter Broughton

Peter Broughton

Financial Planner

Rikki McNeill

Rikki McNeill

Financial Planner

Sam Pinnock

Sam Pinnock

Head of Mergers & Acquisitions

Simon Boardman

Simon Boardman

Employee Benefits Adviser

Steven Haldane

Steven Haldane

FET and DPU Team Leader in Financial Education

Steven Sylvester-Ajudua

Steven Sylvester-Ajudua

Financial Planner

Steven Thompson

Steven Thompson

Financial Planner

Stuart Mehrtens

Stuart Mehrtens

Financial Planner

Tim Robinson

Tim Robinson

Financial Planner

Tom Peake

Tom Peake

Financial Planner

Tony Riley

Tony Riley

Regional Sales Manager

Will Palmer

Will Palmer

Financial Planner

Adam Jones

Adam Jones

Corporate Team Leader

Adrian Tomaino

Adrian Tomaino

Regional Sales Manager

Alan Holmes

Alan Holmes

Mortgage and Protection Adviser

Angus Mackintosh

Angus Mackintosh

Financial Planner

Craig Herd

Craig Herd

Financial Planner

David Brennan

David Brennan

Chief Investment Officer for Radiant Financial Planning and Financial Planner

Dr Paul Jackson

Dr Paul Jackson

Financial Planner

Eric Mowinski

Eric Mowinski

Financial Planner

Frederick Eden

Frederick Eden

Financial Planner

Garry Donnelly

Garry Donnelly

Financial Planner

Glen Irvine

Glen Irvine

Financial Planner

Graham Clarkson

Graham Clarkson

Financial Planner

Harry Pratt

Harry Pratt

Financial Planner

Ian Fleming

Ian Fleming

Financial Planner

Jade Jackson

Jade Jackson

Financial Planner

Jake Clarkson

Jake Clarkson

Financial Planner

James Walford

James Walford

Financial Planner

John Carter

John Carter

Financial Planner

Lauren Appleby

Lauren Appleby

Mortgage and Protection Adviser

Mark Rolfe

Mark Rolfe

Financial Planner

Mary Henderson

Mary Henderson

Financial Planner

Michael Baxter

Michael Baxter

Financial Planner

Michelle Woodward

Michelle Woodward

Financial Planner

Paul Dovey

Paul Dovey

Chartered Financial Planner

Peter Beacham

Peter Beacham

Financial Planner

Peter Broughton

Peter Broughton

Financial Planner

Rikki McNeill

Rikki McNeill

Financial Planner

Sam Pinnock

Sam Pinnock

Head of Mergers & Acquisitions

Simon Boardman

Simon Boardman

Employee Benefits Adviser

Steven Haldane

Steven Haldane

FET and DPU Team Leader in Financial Education

Steven Sylvester-Ajudua

Steven Sylvester-Ajudua

Financial Planner

Steven Thompson

Steven Thompson

Financial Planner

Stuart Mehrtens

Stuart Mehrtens

Financial Planner

Tim Robinson

Tim Robinson

Financial Planner

Tom Peake

Tom Peake

Financial Planner

Tony Riley

Tony Riley

Regional Sales Manager

Will Palmer

Will Palmer

Financial Planner