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Meet the Team

Expert advisers dedicated to helping you achieve your financial goals

Management

David Barron

Operations Manager

Alison O'Neill

Office Manager

Barbara Dilullo

Paraplanning Manager

Sean Whalen

Business Development Manager

Mortgage & Protection Advisers

Calvin Wade

Mortgage & Protection Adviser

Chris Walsh

Mortgage & Protection Adviser

Danny Withall

Mortgage & Protection Adviser

Mark Leech

Mortgage & Protection Adviser

Roy Ellis

Mortgage & Protection Adviser

Steven Driffill

Mortgage & Protection Adviser

Stephen Brown

Mortgage Adviser

Paraplanners

Matthew Thomas

Mortgage & Protection Paraplanner

Jennifer Cooper

Mortgage & Protection Paraplanner

Administrators

Beth Gibbons

Mortgage & Protection Administrator

Clare Cornett

Mortgage & Protection Administrator

Francesca Lyons

Mortgage & Protection Administrator

Gemma Porter

Mortgage & Protection Administrator

Jake Parker

Mortgage & Protection Administrator

Laura Rimmer

Mortgage & Protection Administrator

Megan Catterall

Mortgage & Protection Administrator

Olivia Atherton

Mortgage & Protection Administrator

Laura Barron

Admin Executive

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