Our team

Mark
Loveday

Director & Chartered
Financial Planner

Alex
Cutts

Director & Chartered
Financial Planner

Deborah
Bourassa

Director & Financial
Planner

Simon
Loveday

Director & Financial
Planner

Rafael
Bravo-French

Director & Financial
Planner

Jonathan
Briggs

Director & Financial
Planner

Nicky Casey

Operations Manager

Jilly Cant

Office Manager

Jane Yaxley

Receptionist

Wes

Office Dog

Bob Walne

Chartered Financial Planner

Adam Claydon

Chartered Financial Planner

Lisa Snary

Financial Planner

Jack Piper

Financial Planner

Adam Baker

Financial Planner

Tom Fiske

Financial Planner

Walter

Office Dog

Robyn Wardrop

Financial Planner

Sam Steward

Financial Planner

Kai Davey

Senior Paraplanner

Tom Clarke

Paraplanner

David Knight

Paraplanner

Michael Jones

Paraplanner

Helen Emmerson

Paraplanner

Clemmie

Office
Dog

Tanya Cannon

Senior Financial Planning Assistant

Sue Woodford

Financial Planning
Assistant

Abi Golding

Financial Planning
Assistant

Jess Watkins

Financial Planning
Assistant

Rhian Butler

Financial Planning
Assistant

Alfie

Office Dog

Claire Bardsley

Financial Planning Assistant

Robyn O’Brien

Financial Planning Assistant

Sadie Bridle

Financial Planning Assistant

Ben Birleson

Financial Planning Assistant

Hedley Copplestone

Financial Planning Assistant

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Latest News

The Personal Finance Society (PFS), the professional body for financial advisers, have recently published the Pension Transfer Gold Standard.This is a set of standards and code of practice for firms to implement when...