Meet the team

Ivan Lyons

Fellow & Chartered Financial Planner, Managing Director
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David Connor

FPFS, Chartered FCSI, Fellow & Chartered Financial Planner, Director
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Angus Willson

APFS, Chartered Financial Planner, Director
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Alison Lane

BSc (Hons) APFS, Chartered Financial Planner
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Khalil Kasparis

BSc (Hons) ACSI Senior Financial Adviser, Director
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Sarah Peacock

BSc (Hons) DipFA Senior Financial Adviser
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Oliver Suter

Financial Planner
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Bente Field

Compliance Manager
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Administration, Para-Planning, Reception & Secretarial Teams

Administration, Reception & Secretarial Team

The administration team consists of Sophie White, Kathleen Faulkner, Kajal Patel, Shelley Day, Sophia Munday, Zoe Bracey, Ollie Edwards, Kim Sharp, Sandra Varney, Anna Roberts and Felix Ellin.
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Para-Planning Team

The para-planning team consists of Anthony Bakirada, Kirsten Gogan, Daniel Lyons, Sarah Rumsey, Barney Wallis, Toby White and Megan Shrubb. Anthony is the Para-planning Team Manager.
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