Meet the team

Ivan Lyons

Fellow & Chartered Financial Planner, Managing Director
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David Connor

APFS, Chartered Financial Planner, Chartered MCSI, Director
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Angus Willson

APFS, Chartered Financial Planner, Director
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Jan Kinghorn

APFS, Chartered Financial Planner & Investment Research Manager
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Alison Lane

BSc (Hons) APFS, Chartered Financial Planner
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Jo Penly

FPFS, Fellow, Certified & Chartered Financial Planner
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Sarah Brine

CertPFS, Operations Manager
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Sam Evans

Trainee Adviser
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Administration, Para-Planning, Reception & Secretarial Teams

Administration Team

The administration team consists of Sophia Munday, Kajal Patel, Sophie White and Sarah Rumsey.
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Reception & Secretarial Team

Our reception team consists of Kim Sharp and Zoe Bracey.
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Para-Planning Team

The para-planning team consists of Kirsten Gogan, Oliver Suter, Rafael Garcia-Hernandez and Anthony Bakirada. Rafa is the Para-planning Team Manager.
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