Meet the team
Alison Loder
independent financial advisor
Andrew Roberts
independent financial advisor
Andy Bowler
training and development manager
Andy Morris
independent financial advisor
Caroline Bancroft
finance assistant
Connor Tustain
Independent Financial Advisor
Dave Marler
Founder
David Carter
chief executive officer
Declan Malone
Corporate Benefits Consultant
Ellie Andrews
analyst
Gabrielle Wait
analyst
Georgia Tagg
compliance manager
Greig Ross
independent financial advisor
Hayley Smith
Chief People Officer
Jade Bates
analyst
Jake Crossley
Administrator
Jake Relton
administrator
James Andrews
Analyst
Karen Thomas
receptionist
Kath Watkins
analyst
Kriss Elsdon
senior independent financial advisor
Mike Marler
Chief Financial Officer
Neil O’Connell
analyst
Noah Morris
administrator
Paul Everitt
analyst
Ryan Carter
senior independent financial advisor
Scarlett Marler
independent financial advisor
Simon Hall
independent financial advisor
Stephanie Nisbet
administrator
Surjit Johal
analyst
Tammy Bloxham
chief risk officer
Tom Batchelor
analyst