Meet the Team
Please use the links below to learn more about the team.
Kevin Bowers
Director of Financial Planning
Jake Foster
Financial Planner
Ben Di Salvo
Financial Planner
Ross Harrison
Financial Planner
James Locke
Client Relationship Adviser
Claire Devin
Practice Manager
Merrie Tucker
Operational Risk Manager
Ian Fruen
Marketing & Technical Support Manager
Lynda Curtis
Executive PA to Sam Williams and Client Support
Morgan Davies
Client Support
