Meet the Team

  • Simon Harvey

    BA (Hons) / Chartered FCSI

    Chief Executive / Investment Manager & Stockbroker

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  • Andrew Cockerill

    Chartered FCSI

    Director / Investment Manager & Stockbroker

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  • Stephen Willerton

    BA (Hons) / Chartered Wealth Manager

    Associate Director / Investment Manager & Stockbroker

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  • John Naylor

    BA (Hons) MSc / Chartered Wealth Manager

    Associate Director / Investment Manager & Stockbroker

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  • Ed Caswell

    BA (Hons) / Chartered FCSI

    Associate Director / Investment Manager

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  • Luke McAfee

    Chartered MCSI

    Associate / Investment Manager

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  • Peter Brydon

    APFS Chartered Financial Planner

    Associate Director

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  • Gregg Taffs

    APFS Chartered Financial Planner

    Associate Director

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  • Jo Mara

    DipFA PETR

    Financial Adviser

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  • Scott Kent

    BA (Hons) / APFS Chartered Financial Planner

    Financial Adviser

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  • Scott Newbould

    CCBI PFA / CertPFS (DM) / MCSI

    Financial Adviser

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  • Richard Bradley-Peters

    Compliance Manager

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