Meet the Team
Please use the links below to learn more about the team.
Carol Rushworth
Financial Planner
Megan Rose
Financial Planner
Anna-Marie Crawford
Mortgage & Protection Adviser
Megan Wright
Financial Planner
Anna-liese Acklam
Operations Manager
Lauren Halliwell
Marketing Specialist
Kellie Hockley
Client Support Manager
Rosie Small
Client Liaison Manager
Molly Jackson
Client Support Specialist
Ellie Marshall
Client Support Specialist
Ethan Deverson
Client Service Specialist
Chloe Pilkington
Client Service Specialist
Sandy Thompson
Paraplanner
Louise Bellamy
Senior Mortgage & Protection Support Manager
Kelly McKelvey
Client Liaison and Support Specialist
Alfie Williams
Door Greeter & Guest Announcer
