Your Team

Executive & Non-Executive Directors Responsibilities
Lee Robertson
Lee Robertson
Chief Executive Officer
Cert PFS

Client Advice and Financial Planning

Allied Professionals Liaison
Company Lead  on Strategic Development
Chair Investment Committee
Investment, Trust and Taxation Specialist

Special Interests: Private Client Investment and Taxation
(Onshore and Offshore)
Company Strategy and Marketing

Petronella West
Petronella West
Director Private Clients
DipPFS, IMC

Client Advice and Financial Planning
Investment Committee Member
Compliance and Regulatory Issues

Special Interests: Financial Planning for Women
Boardroom and Executive Financial Planning

Peter Lowman
Peter Lowman
Chief Investment Officer
MCSI

Member Investment Committee
Strategic and Tactical Asset Allocation
Fund Manager assessment

Special Interests: Private Client Portfolio construction.

James McKechnie
James McKechnie
Non Executive Director

Corporate Governance and Corporate and Social Responsibility
Investment Committee Member

   

Wealth Management Responsibilities

David Young
David Young
Independent Financial Planner
DipPFS, G60, MAQ
Client advice and Financial Planning
Special Interests: All areas of pensions including transfers.

Jeremy Davies
Jeremy Davies
Client Relationship Manager
CeMAP, DipPFS, Certs CII (MP&ER)

Financial planning including mortgages


Kris Garwood
Kris Garwood
Client Relationship Manager
CertPFS, Certs SII
Client advice and Financial Planning
Special Interests: Regional Representative, South Coast

Douglas Warwick
Douglas Warwick
Independent Tax Consultant
Chartered Tax Adviser

Personal taxation including liaison with HMRC on tax returns and other taxation issues


Special Interests: Personal taxation specialist

Client Liaison and Practice Support Responsibilities

Paul Goodrich
Paul Goodrich
Client Liaison Manager
Client Liaison
Product and Service Provider Liaison
Office Manager
Special Interests: Providing Unrivalled Client Satisfaction

Caroline Parker
Caroline Parker
Discretionary Services Manager

Product and Service Provider Liaison

Special Interests: Self Invested Personal Pensions and Discretionary Investment Services

Lisa Ryall
Lisa Ryall
Client Liaison Assistant

Product and Service Provider Liaison
Client Administration

Special Interests: Fee Reconciliation

Dawn Steed
Dawn Steed
Practice Accountant
Client Fee Account Reconciliation
Practice Management Accounts
Practice Financial Controller
   

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