Meet the Team

  • Andrew Cockerill

    Chartered FCSI

    Chief Executive / Investment Manager & Stockbroker

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  • Simon Harvey

    BA (Hons) / Chartered FCSI

    Director / Investment Manager & Stockbroker

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  • Stephen Willerton

    BA (Hons) / Chartered Wealth Manager

    Associate / Investment Manager & Stockbroker

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  • John Naylor

    BA (Hons) MSc / Chartered Wealth Manager

    Associate / Investment Manager & Stockbroker

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  • Ed Caswell

    BA (Hons) / Chartered MCSI

    Associate / Investment Manager

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  • Peter Brydon

    APFS Chartered Financial Planner

    Associate

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  • Gregg Taffs

    APFS Chartered Financial Planner

    Financial Adviser

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  • Richard Bradley

    Compliance Officer

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  • Daniel Perkin

    BA (Hons)

    Probate Manager

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  • Luke McAfee

    Trainee Investment Manager

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  • Lynsey King

    Operations Manager

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  • Anita Johnston

    Head of Back Office Administration

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  • Amy Rodhouse

    Senior Administrator / Paraplanner

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