Meet the team

Come and get to know the members of
our extraordinary and dedicated team.

Henwood Court is a special place created by special people.

Gaye Morris, MD Next Step Solutions

Nick Platt

About Nick

Managing Director & chartered financial planner

Jason Ashman

About Jason

Director & Chartered Financial Planner

Victoria Platt

About Victoria

Client Relationship Director

Helen Allen

About Helen

Chartered Financial Planner

Peter Robbins

About Peter

Director of Investment & Technical

Adrian Cutler

About Adrian

Non executive adviser

Anthony Richards

About Anthony

Chartered Financial Planner

Simon White

About Simon

Chartered Financial Planner

Katherine Woolley

About Katherine

Technical Assistant

Yvonne Till

About Yvonne

Client Service Associate

Lynette Coffey

About Lynette

Technical Client Associate

Lee Oliver

About Lee

Associate Financial Planner

Kurtis Bedward

About Kurtis

Trainee Associate Planner

Laura Smith

About Laura

Client Service Associate

Lenea Appleby

About Lenea

Client Service Associate

Peter Roberts

About Peter

Client Service Associate

Georgia Platt

About Georgia

Business Support Executive

Julia O’Leary

About Julia

Client Service Associate

Jo McCreadie

About Jo

Client Service Associate

Naomi Banks

About Naomi

Associate Financial Planner

John Wright

About John

Compliance Consultant

Elliot Newton

About Elliot

Associate Financial Planner

Stephen Heslegrave

About Stephen

Associate Financial Planner

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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