Jake Crossley

Administrator

professionally

Jake supports the team of advisors with the administrative areas of financial planning, such as formulating investment reports and preparing client documents.

personally

Jake has a passion for fitness and loves to lift weights.

In his spare time he heads to the gym for some training with a backing track of rock music to spur him on.

Jake in the spotlight

On an ideal weekend, you can find me:

In the great outdoors

The three people at my dream dinner party would be:

- Einstein (for the brains) - Lee Evans (for the laughs) - Winston Churchill (for everything else)

If I could be any fictional character, I would be:

Derek Zoolander

Meet the team

  • VIEW
    Alison Loder

    independent financial advisor

  • VIEW
    Andrew Roberts

    independent financial advisor

  • VIEW
    Andy Bowler

    training and development manager

  • VIEW
    Andy Morris

    independent financial advisor

  • VIEW
    Cameron Cunningham

    Administrator

  • VIEW
    Caroline Bancroft

    finance assistant

  • VIEW
    Ciaran Cunnane

    Administrator

  • VIEW
    Connor Tustain

    Independent Financial Advisor

  • VIEW
    Curtis Green

    Administrator

  • VIEW
    Dave Marler

    Managing Founder

  • VIEW
    Declan Malone

    Corporate Benefits Consultant

  • VIEW
    Ellie Andrews

    analyst

  • VIEW
    Gabrielle Wait

    analyst

  • VIEW
    Georgia Burgess

    compliance manager

  • VIEW
    Baylee Cannon

    Independent Financial Advisor

  • VIEW
    Greig Ross

    independent financial advisor

  • VIEW
    Hayley Smith

    Chief People Officer

  • VIEW
    Hugh Twigg

    Independent Financial Advisor

  • VIEW
    Jade Bates

    analyst

  • VIEW
    Jake Relton

    administrator

  • VIEW
    Jake Crossley

    Administrator

  • VIEW
    James Andrews

    Paraplanner

  • VIEW
    Joe Morris

    Administrator

  • VIEW
    Julian Palmer

    Chartered Financial Planner

  • VIEW
    Karen Thomas

    receptionist

  • VIEW
    Kath Watkins

    analyst

  • VIEW
    Lisa Armstrong

    Administrator

  • VIEW
    Kriss Elsdon

    Chartered Financial Advisor

  • VIEW
    Mike Marler

    Chief Financial Officer

  • VIEW
    Neil O’Connell

    analyst

  • VIEW
    Nikki Charley

    Client Steward

  • VIEW
    Noah Morris

    Analyst

  • VIEW
    Paul Everitt

    Paraplanner

  • VIEW
    Ryan Carter

    Director

  • VIEW
    Scarlett Marler

    Chartered Financial Advisor

  • VIEW
    Simon Hall

    independent financial advisor

  • VIEW
    Stephanie Nisbet

    administrator

  • VIEW
    Surjit Johal

    Analyst

  • VIEW
    Tammy Bloxham

    chief executive officer

  • VIEW
    Tom Batchelor

    Independent Financial Advisor

  • VIEW
    Wayne Collard

    Chartered Financial Planner

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