Meet the team

Our team of chartered financial planners and support staff are dedicated to helping you achieve your life goals. We believe in professional expertise delivered with a personal approach.

All Directors Financial Planners Client Services Technical Services Extended Team
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Nick Platt

Managing director & Chartered financial planner

Jason Ashman

Director & Chartered Financial Planner

Victoria Platt

Client relationship director

Peter Robbins

Director of investment and technical
Birmingham freelance photographer Edward Moss

Helen Allen

Chartered Financial Planner

Anthony Richards

Chartered Financial Planner

Simon White

Chartered Financial Planner

Elliot Newton

Chartered Financial Planner

Tom Stone

Chartered Wealth Manager

Stephen Heslegrave

Financial Planner

Naomi Banks

Senior Associate Financial Planner

James Arnold

Associate Financial Planner

Harriet Lee

Associate Financial Planner

Lydia Nash

Associate Financial Planner

Suleman Mughal

Associate Financial Planner

Lynette Coffey

Associate Financial Planner

Kurtis Bedward

Trainee Associate Planner

Katherine Wooley

Technical Assistant

Laura Smith

Senior Client Service Associate

Olivia Martin

Senior Client Service Associate

Yvonne Till

Client Service Associate

Peter Roberts

Client Service Associate

Lenea Appleby

Client Service Associate

Julia O’Leary

Client Service Associate

Jo McCreadie

Client Service Associate

Georgia Platt

Business Support Executive

Adrian Cutler

Non Executive Adviser

John Wright

Compliance Consultant

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