Jade Bates

analyst

professionally

Jade is one of our analysts and has been with the company since 2019.

Her role typically involves preparing policy information for reports, submitting applications, and monitoring ongoing cases.

personally

In Jade’s spare time she enjoys going out for lunch with her friends and finding new places to go for afternoon tea!

Jade is also a big fan of crime dramas and can binge a whole Netflix documentary in one sitting.

Jade in the spotlight

The three qualities that draw me to new people are:

Good sense of humour, honesty & being chatty

When the dessert menu arrives, I’m looking for:

Sticky toffee pudding

The small things that make my day better are:

My cat, food & fresh bedding

Meet the team

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    Alison Loder

    independent financial advisor

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    Andrew Roberts

    independent financial advisor

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    Andy Bowler

    training and development manager

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    Andy Morris

    independent financial advisor

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    Cameron Cunningham

    Financial Planning Associate

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    Caroline Bancroft

    finance assistant

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    Charlotte Taylor

    Administrator

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    Ciaran Cunnane

    Administrator

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    Connor Tustain

    Independent Financial Advisor

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    Curtis Green

    Administrator

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    Dave Marler

    Managing Founder

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    Declan Malone

    Corporate Benefits Consultant

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    Ellie Andrews

    analyst

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    Gabrielle Wait

    analyst

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    Georgia Tagg

    compliance manager

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    Baylee Cannon

    Independent Financial Advisor

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    Greig Ross

    independent financial advisor

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    Hayley Smith

    Chief People Officer

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    Hugh Twigg

    Independent Financial Advisor

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    Jade Bates

    analyst

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    Jake Relton

    administrator

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    Jake Crossley

    Financial Planning Associate

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    James Andrews

    Paraplanner

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    Joe Morris

    Administrator

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    Julian Palmer

    Chartered Financial Planner

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    Karen Thomas

    receptionist

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    Kath Watkins

    analyst

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    Lisa Armstrong

    Administrator

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    Kriss Elsdon

    Chartered Financial Advisor

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    Mike Marler

    Chief Financial Officer

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    Neil O’Connell

    analyst

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    Nikki Charley

    Client Steward

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    Noah Morris

    Analyst

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    Paul Everitt

    Paraplanner

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    Ryan Carter

    Director

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    Scarlett Marler

    Chartered Financial Advisor

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    Simon Hall

    independent financial advisor

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    Stephanie Nisbet

    administrator

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    Surjit Johal

    Analyst

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    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Independent Financial Advisor

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    Wayne Collard

    Chartered Financial Planner

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