Financial Advisers

Francis Gill

Chief Executive Officer (CEO)
KM0A9940-2

Areas of expertise

Retirement & Pension Planning
Portfolio Investment Planning
Tax efficiency
Investment trust

Oliver Canning

Independent Financial Adviser
Oliver Canning 2

Areas of expertise

Inheritance Planning
Investment Trust
Investment Bonds
Estate Planning

Jack Logan

Independent Financial Adviser
Jack Logan

Areas of expertise

Oil & Gas
Later Life and Pension Drawdown
Retirement Planning
Pre- Retirement  

Joshua Gill

Independent Financial Adviser
Josh Gill

Areas of expertise

Insurance Specialist
Self-employed/Ltd Optimisation
Retirement & Pension Planning
Estate Planning

Ryan Cook

Independent Financial Adviser
KM0A9850-2

Areas of expertise

Estate planning/ Wills & LPAs
Tax efficiency
Portfolio Investment Planning
Family Protection Planning

James Corpe

Chartered Financial Adviser
James Corpe

Areas of expertise

Later Life and Pension Drawdown
Pre-Retirement
Retirement Planning
Tax Efficiency

James McNally

Independent Financial Advisor
KM0A9847

Areas of expertise

Restricted Stock Units
Pharmaceuticals 
Employee Benefits
Retirement & Pension Planning

Edward Brophy

Independent Financial Adviser
KM0A9965-2

Areas of expertise

Tax-Efficient Drawdown
Family Financial Efficiency
Tech Professionals
Financial Protection

Imogen Edwards

Independent Financial Adviser
KM0A9764-2

Areas of expertise

Early-career professionals
Family Financial Planning
Portfolio Investment Modeling
Tax planning strategy

Harrison Thomas

Independent Financial Adviser
KM0A9998b-2

Areas of expertise

Retirement Planning
Employee Stock Schemes
Tax Efficiency
Personal Insurance

Our Team

Ryan Doyle

Head of Partnerships
Ryan Doyle

Louise Bliss

Head of Compliance
Louise Bliss

Heather Rafter

Head of Financial Planning
KM0A9779-2 copy

Shereen Clarke

Office Manager
Shereen Clarke

Lily Burnett

Marketing & Comms Executive
KM0A9829-2

Melissa Ras

Client Services Administrator
Melissa Ras

Prakash Thaker

Paraplanner
KM0A9977-2

Oskar Wach

Client Account Manager
KM0A9873-2

Riley Cotterill

Client Account Manager
KM0A9888-2

Oliver Mead

Client Account Manager
KM0A9876-2

Charlie Gray

Client Account Manager
KM0A9909-2

Gellene Anne Roldan

Senior Paraplanner
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Christian Amora

Junior Paraplanner
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