Meet the Leadership Team

Please use the links below to learn more about the team.

Neerav Soneji

Chief Financial Officer

Tabitha Garland

Head of Operations

Charlotte Hughes

Head of Compliance & Operational Risk

Meet the Advisers

Please use the links below to learn more about the team.

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Barry Peter Foskett

Mortgage & Protection Adviser
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Meet the Operational Team

Please use the links below to learn more about the team.

Ketan Joshi

Trainee Adviser - Advisory Support

Korede Ademidun

Trainee Adviser - Advisory Support
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Alison Rowley

Advisory Support
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Adil Haji

Advisory Support

Callum MacTaggart

Advisory Support

Gagan Atwal

Advisory Support

Bethany Parker

Client Servicing Lead

Mark Webb

Senior Paraplanner - Mortgage and Protection
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Maria Sabou

Senior Paraplanner

Liam Kempson

Paraplanner
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Tega Ejoh

Paraplanner
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Harpreet Kundhi

Senior Submissions Administrator

Mia Lovell

Submissions Administrator
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Roberta Sarauskaite

LOA Team Leader

Nazia Ahmed

LOA Administrator
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Sam Homes

LOA Administrator
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Simba Mboneli

LOA Administrator
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Anisa Jan

Financial Analyst

Grace Wymer

Executive Assistant