Our People

Home Our People

There is no substitute to meeting with us, but in the meantime here are profiles of our Management Team and Advisers. We hope you like what you see and feel you could benefit from our advice.

Our Management Team
Chris Glazier

Managing Director
Theresa Atal

Compliance Director
Charly Higman

Director of Mortgages & Protection
Philly Grose

Finance Manager
Kate Yates

Administration Manager
Darren Bilkey FPFS, Certs CII (SMP & ER)

Joint Managing Director & Chartered Financial Planner

Our Finance & Administration Team
Emily Smith

PA & Office Administrator
Michelle Rowell

Mortgage Administrator
Imogen Strachan

Wealth Administrator
Lauren Stonehouse

Wealth Administrator
Stephanie Thompson

Senior Wealth Administrator
Sarah Appleby CeMAP

General Insurance Adviser & Mortgage Administrator
Helen Guard

Mortgage Administrator

Our Advisers
Andy Burton Dip PFS

Independent Financial Adviser
Ania Dorochowicz

Independent Mortgage Adviser
Ben Nurse LLB (Hons), DipPFS

Independent Financial Adviser
Christian Wynne DipPFS

Independent Financial Adviser
Darren Bilkey FPFS, Certs CII (SMP & ER)

Joint Managing Director & Chartered Financial Planner
Dave Boardman Dip LIBF

Independent Financial Adviser
Gary Andrews

Independent Mortgage Adviser
Gary Noot Dip PFS, Cert CII (MP)

Independent Financial Adviser
Graham Westhall BSc Chartered ALIBF APFS

Chartered Financial Planner
Jack Stacey Grad Dip, DipPFS, Certs CII (MP & ER)

Independent Financial Adviser
Jamie Best Cert CII (MP)

Independent Mortgage Adviser
Jason Dace Dip PFS, Certs CII (MP & ER)

Independent Financial Adviser
John Guthrie Dip PFS

Independent Financial Adviser
Jonathan Parsons Dip PFS Cert II (MP & ER)

Independent Financial Adviser
Laura Smith CeMAP

Independent Mortgage Adviser
Liam Thomas DipPFS CEMAP

Independent Financial Adviser
Lynne Williams DipPFS

Independent Financial Adviser
Mark Savill

Independent Mortgage Adviser
Martin Josey Dip PFS Certs CII (MP & ER)

Independent Financial Adviser
Maurice Scant FPFS

Fellow of the Personal Finance Society
Ness Fricker CeMAP

Independent Mortgage Adviser
Nicole Martin APFS

Chartered Financial Planner
Paul Grey FPFS, Certs CII (SMP & ER)

Chartered Financial Planner and Fellow of the Personal Finance Society
Phil Bevan BSc(Econ) DMS,MCMI

Independent Financial Adviser
Richard Higman

Independent Financial Adviser
Ross Appleby CeMAP

Independent Mortgage Adviser
Samantha Evans CeMap

Independent Mortgage Adviser