People

Chris Ball

Chief Executive Officer (CEO)

Charlie Warren

Chief Operating Officer (COO)

Kareem Rathore

Partner

Thomas Goldie

Senior Wealth Planner

George Stainton

Senior Wealth Planner

Joseph Kerwin

Senior Wealth Planner

David Moss

Wealth Planner

Rico Cachucho

Wealth Planner

Jonah Sukkar

Wealth Planner

Ciara McMullan

Paraplanner