Our Team
Meet our leadership team and our financial planners
Edinburgh
- Aberdeen
- Bodmin
- Broadway (Cotswolds)
- Central Advice team
- Cirencester
- Corporate partnerships
- Edinburgh
- Ellon
- Glasgow
- Gloucester
- Holywood (NI)
- Inverness
- Kent
- Kingston
- Leamington Spa
- Lemon
- Location template
- London
- Mortgage Team
- Newcastle-under-Lyme
- Newtownards (NI)
- Nottingham
- Oxford
- Solent
- Surrey
- Taunton
- Wilmslow
- Workplace team
Please select
- Central Relationship Adviser
- 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 Central Advice
- Head of Communications
- Head of Fund Research
- Head of Growth Marketing
- Head of Marketing
- Head of Proposition & Commercial
- Head of Research
- Head of Transformation
- Investment Manager
- Leadership Team
- Managing Director
- Marketing Director
- Mortgage & Protection Adviser
- Mortgage Services Adviser
- Paraplanner
- Pension Increase Exchange Adviser
- Proposition and Commercial Director
- Regional Director
- Regional Director - South & Chartered Financial Planner
- Regional Manager
- Sales Support Manager
- Senior Financial Adviser
- Strategic Growth Director
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Matthew Irvine
Chartered Financial PlannerMatthew is a Chartered Financial Planner actively involved in helping individual clients achieve their financial goals, providing tailored advice to… Read more -
Alex Bruce
Chartered Financial PlannerAlex is a Chartered Financial Planner with over 10 years' experience in financial services. … Read more
-
Matthew Irvine
Chartered Financial PlannerMatthew is a Chartered Financial Planner actively involved in helping individual clients achieve their financial goals, providing tailored advice to…Read more -
Alex Bruce
Chartered Financial PlannerAlex is a Chartered Financial Planner with over 10 years' experience in financial services. …Read more