Please find a list of our current advisers below.
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Our Advisers
Adam Gerrard
Alison Howarth
Alistair Habermehl
Andreea Jackson
Andrew Scourfield
Anthony Vasiliou
Ashley Young
Charles Hartley
Chris Clay
Christine Fox
Christopher Camp
Christopher Speak
Colin Brennan
Craig Furner
Cyndy Toole
Daniel Miller
Daniel Tonge
Danny Bowling
Darren Traynor
David Dallison
David Steward
Garth Donnan
Glen Dickson
Graham Clancey
Jack Mason
Jagram Minhas
James Doyle
James Keen
James Marshall
James Parker
James Stovell
Jamie Carthew
Jeremy Home
Joe Caswell
Josh Tettey
Joshua Nash
Kevin Barry
Kieran Cameron
Kirsty Haydock
Lewis Chesters
Lewis Cruickshank
Lewis Williams
Liam Bell
Liam Bonny
Liam Doyle
Louis Wilson
Luke Martin
Malcolm Dainty
Mark Clayton
Mark Selsby
Mark Tyrer
Martin Willett
Martin Winter
Matthew Barry
Matthew Tierney
Michael Summers
Nathan Holley
Neil de'Antiquis-Roberts
Niamh Bains
Paul Ellis
Paul Hughes
Paul Morton
Paul Owen
Paul Sheen
Richard Brown
Robert Croft
Robert Tidy
Roger Yardy
Ryan O'Neil
Saiq Latif
Sarah Franks
Sharon Rogers
Stephen Jones
Steve Newing
Sukh Sahota
Tahir Hussain
Tom Bailey
Tom Cassidy
Trevor Lee
Tyra Raja
Vivek Patel
William Mewis
how to avoid losing your pension to scams and fraudsters.
29th October 2025
As part of this year’s Scam Awareness campaign by Citizens Advice, WEALTH at work is urging individuals to take proactive steps to protect their retirement savings.
week ending 31st October.
3rd November 2025
As shown in the accompanying table, global financial markets had a broadly positive week, driven by developments in geopolitics, trade negotiations, and corporate earnings. President Donald Trump had a packed week touring Asia, engaging in a series of trade and diplomatic efforts. In Malaysia, he agreed to new trade deals while Southeast Asian leaders gathered for a peace agreement between Thailand and Cambodia.
Market Update - 5th November 2025.
5th November 2025
Yesterday morning, Chancellor Rachel Reeves delivered a short statement to the press setting out her key priorities ahead of the Budget on the 27th of November.