The people behind your plan
We're a close-knit, energetic team who take real pride in personal service. It's why so many clients have been with us for decades, and why they so often recommend us to family and friends.
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Jack Hamblin
Managing Director
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Marcus Hamblin
Director, Chartered Financial Planner
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Trudy Gardner
Director, HR & Ops
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Paul Tadman
Head of Advice
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Kim Russ
Technology & Data Manager
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Jo Rose
Paraplanner
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Nick Dyer
Retirement Team
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Sarah Hoffman
Client Services Team
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Emma Smith
Client Services Team
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Jack Melia
Platform Team
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Harry O’Hare
Platform Team
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Connor Howard
Technology & Data Team
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Katherine Crick
Client Services Team
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Nadine McKinley
Client Services Team
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Chelsea Thomas-Hamblin
Operations Team
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May Chan-Rhodes
Retirement Team