Meet the team

Ivan Lyons

Fellow & Chartered Financial Planner, Managing Director

David Connor

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

Angus Willson

APFS, Chartered Financial Planner, Director

Jan Kinghorn

APFS, Chartered Financial Planner & Investment Research Manager

Alison Lane

BSc (Hons) APFS, Chartered Financial Planner

Jo Penly

FPFS, Fellow, Certified & Chartered Financial Planner

Khalil Kasparis

BSc (Hons) MCSI Senior Financial Advisor

Daniel Lyons

Trainee Adviser

Sarah Brine

CertPFS, Operations Manager

Administration, Para-Planning, Reception & Secretarial Teams

Administration Team

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

Reception & Secretarial Team

Our reception team consists of Kim Sharp and Sandra Varney

Para-Planning Team

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

Ivan Lyons

David Connor

Angus Willson

Jan Kinghorn

Alison Lane

Jo Penly

Khalil Kasparis

Daniel Lyons

Sarah Brine

Administration, Para-Planning, Reception & Secretarial Teams

Administration Team

Reception & Secretarial Team

Para-Planning Team

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