Meet the team

Ivan Lyons

Fellow & Chartered Financial Planner, Managing Director
Read More

David Connor

FPFS, Chartered FCSI, Fellow & Chartered Financial Planner, Director
Read More

Angus Willson

APFS, Chartered Financial Planner, Director
Read More

Jan Kinghorn

APFS, Chartered Financial Planner & Investment Manager
Read More

Alison Lane

BSc (Hons) APFS, Chartered Financial Planner
Read More

Jo Penly

FPFS, Fellow, Certified & Chartered Financial Planner
Read More

Khalil Kasparis

BSc (Hons) ACSI Senior Financial Adviser
Read More

Sarah Peacock

BSc (Hons) DipFA Senior Financial Adviser
Read More

Oliver Suter

Financial Adviser
Read More

Sarah Brine

CertPFS, Operations Manager
Read More

Bente Field

Compliance Manager
Read More

Administration, Para-Planning, Reception & Secretarial Teams

Administration Team

The administration team consists of Sophie White, Kathleen Faulkner, Kajal Patel, Sophia Munday, Zoe Bracey, Amy Victory, Jane Taylor and Toby White.
Read More

Reception & Secretarial Team

Our reception team consists of Sandra Varney, Kim Sharp and Shelley Day.
Read More

Para-Planning Team

The para-planning team consists of Daniel Lyons, Sarah Rumsey, Mark Nicklen, Rafael Garcia-Hernandez, Anthony Bakirada and Kirsten Gogan. Rafa is the Para-planning Team Manager.
Read More