Meet the Team

Our team of experts deliver professional advice and a personal service to both private and commercial clients.

Nick Jones

Cert CII

Managing Director

Paul Monaco

Cert CII

Client Director

Roz Wright

Client Director

Amanda Beverley

Operations Director

Sophie Jones

MLIA (Dip)

Executive Client Director

Michelle Trafford

PA to Managing Director & Office Manager

Phil Hutt

Cert CII

Client Adviser

Nick Clements

Cert CII

Client Adviser

Michelle Potter

Cert CII

Client Manager

Anthony Saverton

Client Support

John Fedrick

Client Adviser (Fleet)

Neelam Ghafoor

Cert CII

Client Adviser

Kerry Mills

Cert CII

Client Adviser

Mat Burden

Client Adviser

Ben Harmer

Client Adviser

Nicole Page

CeMAP

Mortgage & Protection Adviser

Becky Pearson

Mortgage & Protection Administration

Charlotte Nicholls

Mortgage & Protection Support

Lindsey Stribling

Marketing Consultant

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