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Our Team
Meet our leadership team and our financial planners
Sales Support Manager
- 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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Marcus Gomery
Sales Support ManagerMarcus joined the financial services industry in 1991 and has built an impressive career spanning more than three decades. He went on to run and… Read more
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Marcus Gomery
Sales Support ManagerMarcus joined the financial services industry in 1991 and has built an impressive career spanning more than three decades. He went on to run and…Read more