Our Team
Meet our leadership team and our financial planners
Please select
- Certified Financial Planner
- Chartered Financial Planner
- Chartered Wealth Manager
- Chief Investment Strategist
- Consultant
- Corporate Consultant
- Director of Risk & Compliance
- Financial Planner
- Financial Planning Support Manager
- Head of Marketing
- Head of Research
- Investment Manager
- Leadership Team
- Managing Director
- Marketing Director
- Mortgage & Protection Adviser
- Mortgage Services Adviser
- Paraplanner
- Pension Increase Exchange Adviser
- Regional Director
- Regional Manager
- Sales Support Manager
- Senior Financial Adviser
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Clemmie Vaughan
Non-Executive DirectorClemmie is a former asset management group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment… Read more -
Rita Verma FPFS
Chartered Financial PlannerRita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to… Read more
-
Clemmie Vaughan
Non-Executive DirectorClemmie is a former asset management group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment…Read more -
Rita Verma FPFS
Chartered Financial PlannerRita has worked in the financial services industry since 2004 advising individuals on complex financial situations, she provides holistic advice to…Read more