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
Chris Simpson
Christian Darnell
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
Hussain Bhaiji
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
Lee Roberts
Leo Richardson
Lewis Chesters
Lewis Cruickshank
Lewis Williams
Liam Bell
Liam Bonny
Liam Doyle
Louis Wilson
Luke Martin
Lynn Street
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
Sam Glover
Sarah Franks
Sharon Rogers
Stephen Jones
Steve Newing
Sukh Sahota
Tahir Hussain
Tariq Raja
Tom Bailey
Tom Cassidy
Trevor Lee
Tyra Raja
Vivek Patel
William Mewis
navigating retirement: the pension schemes bill, default traps, guidance and advice.
17th July 2025
The journey to retirement, once a relatively straightforward path, has become increasingly complex, particularly since the advent of pension freedoms in 2015. While these freedoms offer unprecedented flexibility, they also introduce challenges, especially concerning how individuals manage their accumulated savings at the point of retirement.
Week ending 18th July 2025.
21st July 2025
As shown in the accompanying table, global financial markets had a broadly positive week, although European markets lagged behind their international peers. It was a busy week economic data wise and thankfully unwanted surprises were at a minimum whilst strong corporate earnings, steady consumer spending all helped keep investor sentiment buoyant.
Market Update - 16th July 2025.
16th July 2025
Market performance thus far this week has been fairly muted with investors waiting in anticipation to digest a slew of economic data.