Financial Advisers

Francis Gill

Chief Executive Officer (CEO)
francis gill (2)

Areas of expertise

Retirement & Pension Planning
Portfolio Investment Planning
Tax efficiency
Investment trust

Oliver Canning

Independent Financial Adviser
OC

Areas of expertise

Investment Trusts
Investment Bonds
Inheritance Planning
Employee stock options

Jack Logan

Independent Financial Adviser
Team Pictures (9)

Areas of expertise

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

Joshua Gill

Independent Financial Adviser
JG

Areas of expertise

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

Ryan Cook

Independent Financial Adviser
RC

Areas of expertise

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

James Corpe

Chartered Financial Adviser
Corpe A

Areas of expertise

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

James McNally

Independent Financial Advisor
7

Areas of expertise

Restricted Stock Units
Pharmaceuticals 
Employee Benefits
Retirement & Pension Planning

Edward Brophy

Independent Financial Adviser
Ed Picture

Areas of expertise

Tax-Efficient Drawdown
Family Financial Efficiency
Tech Professionals
Financial Protection

Elliott Simmonds

Independent Financial Adviser
14

Areas of expertise

Retirement & Pension Planning
Tax Efficiency
Portfolio Investment Planning
Mortgage & Insurance

Imogen Edwards

Independent Financial Adviser
Imogen Edwards

Areas of expertise

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

Harrison Thomas

Independent Financial Adviser
11

Areas of expertise

Retirement Planning
Employee Stock Schemes
Tax Efficiency
Personal Insurance

Our Team

Ryan Doyle

Head of Partnerships
James G

Louise Bliss

Head of Compliance
LB

Heather Rafter

Head of Financial Planning
Team Pictures (9)

Patricia Fuguet

Communications Manager
Patricia Fuguet Cropped

Bhumika Barot

Client Success Executive
8

Shereen Clarke

Administrative Assistant
Shereen OP1

Prakash Thaker

Paraplanner
Kash New

Conor O’Leary

Client Account Manager
CONOR (3)

Jack Corcoran

Client Account Manager
JC NEW (1)

William Knapman

Client Account Manager
WIll K. A

James Grant

Client Account Manager
James G.

Gellene Anne Roldan

Senior Paraplanner
Gellene Anne Roldan

Rica de Erio

Junior Paraplanner
Rica de Erio

Christian Amora

Junior Paraplanner
Christian Amora

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