Meet the Team
Please use the links below to learn more about the team.
Andy Milne
Director of Operations
Dane Whiteley DipPFS
Senior Wealth Adviser
Ben Green
Financial Planner
Gemma Thompson
Financial Planner
Jonny Elliott
Practice Manager
Shirley Hurren
Administrator
Kate Lukaszewicz
Client Manager
John Edwards
Client Relationship Manager
Lexy Chamberlain
Client Manager
Jacob Birtwell
Client Manager
Emmy Warvill
Client Relationship Manager
