Meet the Team

This is the team that works hard on your behalf, advising and supporting you to achieve your long-term financial goals.

Everyone who works with us understands how important it is to put you and your family first. By engaging talented, committed and expert professionals, we deliver exceptional levels of service and help you focus on the future you want.

Leadership Team

Daniel Healey

Managing Director

Sarah Healey

Chief Operating Officer

Andrew Williamson

Director / Chartered Associate, Financial Planner

Alan Worthington

Associate Director

Gary Morgan

Associate Director / Chartered Financial Planner

Financial Advisers

Tom Aitkenhead

Financial Planner

Richard Baimbridge

Financial Planner

Rob Beck

Head of Medical

Leanne Berry

Financial Planner

Scott Howarth-Pash

Financial Planner

Steve James

Financial Planner

Aimee Jeavons

Medical Financial Planner

Komal Joshi

Medical Financial Planner

Debbie Newman

Financial Planner

Daniel Salisbury

Financial Planner

Joel Stevens-Leach

Financial Planner

Client Support Team

Chris Smith

Protection Manager

Ian Taylor

Relationships Manager

Holly Tillyard-Smith

Senior Marketing Manager

Finn Scopes

Marketing Assistant

Nicola Williamson

Business Manager

Lucy Brennan

Client Servicing Manager

Kim Mawere

Client Servicing Administrator

Claire Anderson

Client Servicing Administrator

Natasha Oates

Client Servicing Administrator

Libby Hinley

Client Administrator

Alicia Crosby-Sanne

Client Administrator

Beth Nicklin

Client Administrator

Rebecca Sinstadt

Client Administrator

Vicky Fisher

Client Administrator

Liam Wonta

Paraplanning Manager

Tom McKinstry

Paraplanner

Drew Mackwell

Paraplanner