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

Marketing Director

Sharon Ardern

Operations Director

Liam White

Associate Director

Matt Rhodes

Associate Director

Financial Advisers

Alan Worthington

Financial Adviser

Debbie Newman

Financial Adviser

Gary Morgan

Chartered Financial Adviser

Ian Taylor

Financial Adviser

Joshua Jones

Financial Adviser

Richard Goodier

Financial Adviser

Scott Howarth-Pash

Financial Adviser

Steve James

Financial Adviser

Tom Aitkenhead

Financial Adviser

Client Support Team

Holly Smith

Senior Marketing Manager

Hannah Stanbridge

Marketing Assistant

Tom Haynes

Senior Administrator

Becka Fairhurst

Client Administrator

Chris Smith

Client Administrator

Lucy Brennan

Client Administrator

Libby Hinley

Client Administrator

Christine Sweeney

Client Administrator

Mike White

Head of Paraplanning

Liam Morrow

Technical Paraplanner

Janine Brink

Paraplanner

Liam Wonta

Trainee Paraplanner

Reece Ashby

Paraplanning Support

Nicola Williamson

Finance Manager