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

Nicholas Platt

About Nicholas

Managing Director & chartered financial planner

Jason ashman

About Jason

Director & Chartered Financial Planner

Victoria Platt

About Victoria

Client Relationship Director

Gaye Morris

About Gaye

Non-Executive Director

Anna Kavanagh

About Anna

Operations Director

Helen Allen

About Helen

Technical Director

Peter Robbins

About Peter

Investment & Technical Manager

Steven Read

About Steven

Chartered Financial Planner

Declan Kirby

About Declan

Chartered Financial Planner

Paul Bradley

About Paul

Financial Planner

Matt Taylor

About Matt

Financial Planner

Lynette Coffey

About Lynette

Culture & Training Manager

Katherine Woolley

About Katherine

Technical Assistant

Yvonne Till

About Yvonne

Client Service Associate

James Richards

About James

Financial Planning Assistant

Laura Smith

About Laura

Client Service Specialist

Lenea Appleby

About Lenea

Client Service Specialist

Peter Roberts

About Peter

Financial Planning Assistant

Carmen Riches

About Carmen

Financial Planning Assistant

Stephen Heslegrave

About Stephen

Financial Planning Assistant

Lisa Pietrzak

About Lisa

Client Service Specialist

Elliot Newton

About Elliot

Trainee Technical Assistant

John Wright

About John

Compliance Consultant

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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