Our experienced team of professionals provide specialist advice to our clients, both personal
and corporate

Marcus Maisey

Director

BA (Hons), DipPFS, STEP, G60

• EEmail Me
• T01727 852299
• M07770 490024

• Managerial
• Pensions
• Investments
• Assurance
• Tax Planning

LinkedIn

Gary Cretton

Director

DipIP, AF3, CF8, MAQ

• EEmail Me
• T01727 852299
• M07703 692773

• Managerial
• Pensions
• Investments
• Assurance
• Tax Planning

LinkedIn

Helen Gilks

Director

BA (Hons), CIPD Level 7

• EEmail Me
• T01727 852299
• M07919 623207

• Managerial

LinkedIn

Ken Wright

Non-Executive Chairman

No qualifications

• EEmail Me
• T01727 852299
• M07885 402416

LinkedIn

Dan Ainsworth

Financial Planner

DipFA, BSC (Hons)

• EEmail Me
• T01727 852299
• M07866 012115

• Pensions
• Investments
• Assurance
• Tax Planning

LinkedIn

Robin Barnett

Financial Planner

ACII CertPFS, G60

• EEmail Me
• T01727 852299
• M07984 953517

• Pensions
• Investments
• Tax Planning

Lucy Best

Financial Planner

DipFA, CeMAP, CeRER

• EEmail Me
• T01727 852299
• M07850 674132

• Pensions
• Investments
• Mortgages
• Assurance
• Tax Planning

LinkedIn

Nic Kamintzis

Financial Planner

DipFA, Cert CII (MP&ER)

• EEmail Me
• T01727 852299
• M07738 106411

• Pensions
• Investments
• Assurance
• Tax Planning

LinkedIn

Mark Mason

Chartered Financial Planner

APFS, Certs CII (MP & ER), AF3

• EEmail Me
• T01727 852299
• M07830 216917

• Pensions
• Investments
• Mortgages
• Assurance
• Tax Planning

Mark Peddle

Financial Planner

DipPFS, CeMap, CeRER

• EEmail Me
• T01727 852299
• M07753 748848

• Pensions
• Investments
• Mortgages
• Assurance
• Tax Planning

LinkedIn

Nicholas Turner

Chartered Financial Planner

Adv DipFA, PETR, CeMAP Diploma, CeRER

• EEmail Me
• T01727 852299
• M07393 340029

• Pensions
• Investments
• Assurance
• Tax Planning

LinkedIn

Nicola Bone

Mortgage Adviser

CeMAP

• EEmail Me
• T01727 852299
• M07950 420556

• Mortgages
• Assurance

LinkedIn

Karen Coren

Financial Planner

BA (Econ), DipPFS

• EEmail Me
• T01727 85 22 99
• No Mobile

• Pensions
• Investments
• Assurance
• Tax Planning

Robert Desmond

Mortgage Adviser | KDW South Coast Mortgages

CeMAP, CeRER

• EEmail Me
• T01202 070911 / 01425 688488
• M07866 493 724

• Mortgages
• Assurance

Andrew Hunt

Mortgage and Commercial Adviser

CeMap, FPC, CeRer

• EEmail Me
• T01727 852299
• M07595 043609

• Mortgages
• Assurance
• Commercial

Mark Leacock

Mortgage Adviser

DipPFS, CeMap, CeRER

• EEmail Me
• T01727 852299
• M07887 522212

• Mortgages
• Assurance

LinkedIn

Gavin Ross

Mortgage Adviser

CeMAP

• EEmail Me
• T01727 852299
• M07595 151912

• Mortgages
• Assurance

LinkedIn

Darryn Wise

Mortgage Adviser

BA (Hons), CeMAP

• EEmail Me
• T01727 852299
• M07837 278798

• Mortgages
• Assurance
• Commercial

LinkedIn

Lawrie Jellows

Commercial Director

BA (Hons), CeMAP, CeRER

• EEmail Me
• T01727 852299
• M07764 498671

• Mortgages
• Assurance
• Commercial

LinkedIn

Karl Abella

Commercial Adviser

CeMAP

• EEmail Me
• T01727 852299
• No Mobile

• Commercial

LinkedIn

Sophie Fillmore

Marketing Manager

BCom

• EEmail Me
• T01727 852299
• No Mobile

• Marketing

LinkedIn

Beverley Simmons

Commissions Manager

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Denise Payne

Financial Planner

DipPFS, CF8

• EEmail Me
• T01727 852299
• M07814 299315

• Admin
• Managerial
• Pensions
• Investments

LinkedIn

John Hargreaves

Paraplanner

BSc, R02

• EEmail Me
• T01727 852299
• M07904 509851

• Admin

LinkedIn

Mo Islam

Financial Planner

BA (Hons) CeFAP, DiPFA, CeMAP, CeRER

• EEmail Me
• T01727 852299
• No Mobile

• Admin
• Pensions
• Investments
• Mortgages
• Assurance
• Tax Planning

LinkedIn

Emma Mayard

Paraplanner

CFP, RO1

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Emma Reed

Senior Paraplanner

Cert CII, Dip PFS

• EEmail Me
• T01727 852299
• No Mobile

• Admin

LinkedIn

Molly Maisey

Trainee Paraplanner

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Samantha Smith

Senior Paraplanner

Bsc., DipPFS, DipNT, mBANT, CNHC

• EEmail Me
• T01727 852299
• No Mobile

• Admin

William Takyi

Trainee Paraplanner

BA, MS, R01, R03, R05

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Danielle Eyre

Mortgage Administrator

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Chloe Firkins

Mortgage Administrator

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Matt Lilley

Administrator

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Sue Neale

Administrator

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

Sharon O’Brien

Administrator

No qualifications

• EEmail Me
• T01727 852299
• No Mobile

• Admin

David Wright

Financial Planner | Hemel Hempstead Office

DipFA, CeMAP, CeRER

• EEmail Me
• T01442 819519
• M07951 517207

• Pensions
• Investments
• Mortgages
• Assurance
• Tax Planning

LinkedIn

Paras Mehta

Mortgage Adviser | Hemel Hempstead Office

CeMAP

• EEmail Me
• T01442 819519
• M07834 773227

• Mortgages
• Assurance

LinkedIn

Jane Westwood

Operations Manager | Hemel Hempstead Office

No qualifications

• EEmail Me
• T01442 819519
• No Mobile

• Admin

Emily Rogers

Mortgage Manager | Hemel Hempstead Office

No qualifications

• EEmail Me
• T01442 819519
• No Mobile

• Admin

Jacob Furniss

Administrator | Hemel Hempstead Office

No qualifications

• EEmail Me
• T01442 819519
• No Mobile

• Admin

Josh Steed

Office Apprentice | Hemel Hempstead Office

No qualifications

• EEmail Me
• T01442 819519
• No Mobile

• Admin