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

Andrew Williamson

Director / Chartered Financial Planner

Matt Rhodes

Director / Head of Medical

Liam White

Director

Alan Worthington

Associate Director

Gary Morgan

Associate Director / Chartered Financial Planner

Jo Stanner

Operations Director

Financial Advisers

Rob Beck

Medical Financial Planner

Scott Howarth-Pash

Senior Financial Planner

Debbie Newman

Senior Financial Planner

Tom Aitkenhead

Senior Financial Planner

Mohammed Uddin

Financial Planner

Steve James

Senior Financial Planner

Joel Stevens-Leach

Financial Planner

Janine Brink

Financial Planner

Richard Goodier

Senior Financial Planner

Ian Taylor

Senior Financial Planner

Client Support Team

Phil Hay

Senior Relationship Manager

Holly Tillyard-Smith

Senior Marketing Manager

Nicola Williamson

Business Manager

Ania Carman

Client Servicing Manager

Kirstie Bevans

Client Servicing Administrator

Mohammed Aliyu

Client Servicing Administrator

Lucy Brennan

Senior Client Administrator

Libby Hinley

Client Administrator

Amanda Rogers

Client Administrator

Maria Tomova

Client Administrator

Mike White

Head of Paraplanning

Liam Morrow

Technical Paraplanner

Liam Wonta

Paraplanner

Tom McKinstry

Paraplanner

Chris Smith

Trainee Paraplanner

Gabriel Wong

Paraplanning Support