Our Advisers

Adam Gerrard

Adam's qualification include a degree in Retail, Marketing and Management from Loughborough University as well as the level 4 Diploma in regulated Financial Planning from the Chartered insurance Institute. Outside of work Adam enjoys playing football and spending time with his wife and their Westie, Winston.

Alison Howarth

Alison's qualification include the Diploma for Financial Advisers. Outside of work, Alison enjoys spending time with family and friends as well as running.

Alistair Habermehl

Ali's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited from the The Chartered Insurance Institute. Outside of work, Ali likes to keep active by playing football, tennis and squash and also enjoys watching live music and comedy.

Andreea Jackson

Andreea joined the Financial Services industry in 2011. Her qualifications include the Level 4 Diploma for Financial Advisers accredited from the London Institute of Banking & Finance. Outside of work Andreea is a keen amateur gardener, enjoys spending time with her family and loves to travel.

Andrew Scourfield

Andrew's qualifications include the Diploma for Financial Advisers. He specialises in financial planning and has extensive knowledge within pensions and investments. Outside of work, Andrew enjoys travelling, cooking, motorsport and tennis.

Anthony Vasiliou

Anthony's qualifications include the Level 6 Advanced Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Anthony plays 5 a side football.

Ashley Young

Ash's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of Work, Ash enjoys playing golf, walking his dog and most sports.

Charles Hartley

Charles' qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Charles enjoys football, motorsport and spending time with family and friends.

Chris Clay

Chris' qualifications include the Level 6 Advanced Diploma in Financial Planning. Outside of his professional work, Chris enjoys spending time with his family, hiking, and playing various sports.

Chris Simpson

Chris' qualifications include a Diploma in Regulated Financial Planning accredited by the Personal Finance Society. Outside of work, Chris enjoys spending time with his family and playing guitar.

Christian Darnell

Christian's qualifications include a BA Honours degree from the University of Liverpool and Diploma in Regulated Financial Planning. Outside of work Christian enjoys the theatre, socialising with friends and breeding tropical fish.

Christine Fox

Christine's qualifications include the Level 4 Diploma In Regulated Financial Planning accredited by the CII. Outside of work, Christine enjoys spending with family and friends, going out for meals and keeping fit.

Christopher Camp

Chris's qualifications include a Diploma for Financial Advisers. Outside of Work, Chris spends time with his daughter, Sasha. He enjoys watching movies and is a keen football fan.

Christopher Speak

Chris's qualifications include the Level 6 Advanced Diploma in Financial Planning accredited by the Chartered Insurance Institute. Outside of work, Chris enjoys spending time with the family and is a keen sports fan.

Colin Brennan

Colin's qualifications include a diploma in Regulated Financial Planning. Outside of work, Colin enjoys cycling, running and spending time with his family and friends.

Craig Furner

Craig's qualifications include a Diploma in Financial Planning and in particular has experience of investments and pensions. Outside of work, Craig enjoys spending time with his wife and 3 children.

Cyndy Toole

Cyndy is a Regional Manager in Investment Planning and has qualifications including a Diploma in a Financial Planning and a Certificate in Discretionary Investment Management. Outside of work, Cyndy enjoys spending time with her friends and family. She is a member of both a running and a scuba diving club.

Daniel Miller

Daniel's qualifications include an Advanced Diploma in Financial Planning and he holds Chartered Financial Planning status. Outside of Work, Daniel enjoys spending time with his family and walking the dog. He also likes playing golf, skiing and taking sightseeing holidays.

Daniel Tonge

Daniel holds a Diploma for Financial Advisers and is a member of the London Institute of Banking & Finance. Outside of work, Daniel enjoys spending time with his family, travelling and listening to music.

Danny Bowling

Danny has a Diploma in regulated Financial Planning and he has undertaken Advanced studies in Pension Planning, Outside of work, Danny enjoys football, running and spending time with family.

Darren Traynor

Darren holds the Diploma for Financial Advisers and has undertaken Advanced studies in Financial planning process. Outside of work, Darren enjoys football, cricket and taking his young family on day trips.

David Dallison

David's qualifications include the level 4 Diploma in Financial Planning and is from the Chartered Insurance Institute. Outside of Work, David enjoys spending time with his family, hiking, running and travelling.

David Steward

David's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, David enjoys spending time with his young family as a dad to twin boys.

Garth Donnan

Garth's qualifications include the Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Outside of work, Garth enjoys spending time with family and friends, travelling and watching sports.

Glen Dickson

Glen's qualifications include a Diploma in Financial Planning. Outside of work, Glen spends the majority of his time refereeing his children and seeking sanctuary in sports, travel and cooking.

Graham Clansey

Graham's qualifications include the Level 4 Diploma in Financial Planning from the Chartered Insurance Institute. Outside of work, Graham enjoys spending time with his family and travel.

Hussain Bhaiji

Hussain's qualification include being a CFA Charterholder and Chartered Status accredited from the London Institute of Banking & Finance. Outside of work, Hussain really enjoys spending time with his family, watching sport and supporting Arsenal Football Club.

Jack Mason

Jack's qualification include a Level 4 Diploma in Regulated Financial Planning and is accredited by the Chartered Insurance Institute. Outside of work, Jack enjoys anything active , from playing rugby to rock climbing with his two daughters.

Jagram Minhas

Jay's qualification include a degree in Economics from the University of Sheffield as well as a Diploma in financial plannings; he's been working in financial services for over 15 years. Jay is an avid sports fan, a keen cook, and has his hands full with two young daughters but he wouldn't have it any other way!

James Doyle

James' qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by the Chartered Insurance Institute. Outside of work, James enjoys spending time with his wife and children, watching football, and going to the gym.

James Keen

James's qualification include the Level 4 Diploma in Financial Planning. Outside of work, James enjoys cycling, kayaking, Tennis and travel. He is married with two adult children. James has enjoyed nearly 30 years in this financial services industry.

James Marshall

James' qualification include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, James enjoys spending time with his family, watching sport and playing golf (when time allows).

James Parker

James's qualification include the Level 6 Certificate in Advanced Financial Planning accredited by the Chartered Insurance Institute for Securities and Investment. Outside of work, James enjoys spending time in the great outdoors with his 4 young boys.

James Stovell

James's qualifications include the Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, James enjoys a wide range of hobbies, including travel, art, cooking, rugby, and Jiu-Jitsu.

Jeremy Home

Jeremy holds an Advanced diploma in Financial Planning and is a Fellow of the Personal Finance Society. Outside of work, Jeremy enjoys reading, family time and travel.

Joe Caswell

Joe's qualifications include the Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, Joe enjoys playing football and golf as well as spending time with family and friends.

Josh Tettey

Josh's qualification include a degree in Business Mathematics from Liverpool John Moores University and a Diploma in Regulated Financial Planning. Outside of work, Josh enjoys spending time with family, travelling to new places, listening to/ creating music, motor racing and football.

Joshua Nash

Josh's qualifications include an Investment Advice Diploma and Chartered Membership of the CISI. Outside of work, Josh enjoys taking his dog on walks with his young family, and finding the occasional Geocache.

Kevin Barry

Kevin has a Diploma in Financial Planning. Outside of work, Kevin enjoys spending with family, watching football and playing golf.

Kieran Cameron

Kieran's qualification include a Diploma in Financial Planning. Outside of work, Kieran enjoys golf, football, old Japanese sports cars and spending time with his two children.

Kirsty Haydock

Kirsty's qualifications include a level 4 Diploma in Financial Planning. Outside of her professional work, Kirsty enjoys spending time with her husband and two daughters.

Lee Roberts

Lee's qualifications include a Level 4 Diploma in Advanced Financial Planning. Outside of work, Lee enjoys keeping active through running and football and is a keen musician.

Leo Richardson

Leo is a Chartered Financial Planner. Outside of work, Leo enjoys spending time with his daughter and playing football.

Lewis Chesters

Lewis is one of our Senior Advisers and his qualifications include a Diploma in Regulated Financial Planning. Outside of work, Lewis enjoys coaching his son's football team, playing golf and following Everton Football Club.

Lewis Cruickshank

Lewis' qualification include the Level 4 Diploma in Regulated Financial Planning and is accredited by the Chartered Insurance Institute. Outside of work, Lewis enjoys spending time with the family and friends as well as gardening.

Lewis Williams

Lewis' qualifications include a Diploma in Regulated Financial Planning and a degree in Business and Management Studies from Edge Hill University. Outside of work, Lewis enjoys taking part in various sporting activities and cooking.

Liam Bell

Liam's qualifications include a First-Class Honours degree in Business with Finance and the Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, Liam enjoys staying active.

Liam Bonny

Liam's Qualifications include the Level 4 Diploma for Financial Advisers and is accredited by the London Institute of Banking and Finance. Outside of work, Liam enjoys hiking, travelling and watching sport.

Liam Doyle

Liam's qualifications include a Diploma in Financial Planning as well as a degree in Mathematics from Strathclyde University. Outside of work, Liam loves a round of golf, being from the Ayrshire coastline, cooking and eating out, and spending as much time with his two young sons.

Luke Martin

Luke's qualifications include Level 4 Diploma in Regulated Financial Planning. Outside of his professional work, Luke enjoys travelling and cooking.

Lynn Street

Lynn's qualifications include the level 4 Diploma in Regulated Financial Planning. Outside of work Lynn likes to spend time in the Lake District and enjoys quality time with her family.

Malcolm Dainty

Malcolm's qualifications include the Diploma in Financial Planning and he also holds of Master of Business Administration degree from the University of Manchester. Outside of work, Malcolm enjoys cycling, walking and reading.

Mark Clayton

Mark has a Diploma in Financial Planning. Outside of work, Mark enjoys spending time with his family, including 3 grandchildren. He also enjoys sport, particularly travelling abroad to watch cricket.

Mark Selsby

Mark's qualifications include a Diploma in Financial Planning and a Certificate in Discretionary Investment Management. Outside of work, Mark enjoys spending time with his wife and 2 teenage daughters, as well as watching live sport.

Mark Tyrer

Mark's qualifications include a Certificate in Advanced Financial Planning and a degree in Financial Economics from the University of Liverpool. He is also a member of the Personal Finance Society and the Chartered Insurance Institute. Outside of work, Mark likes to spend time with his wife and daughter.

Martin Willett

Martin's qualifications include the Diploma in Financial Planning and an Engineering degree from the University of Westminster. Outside of work, martin enjoys holidays with his family with a keen interest in music and wine.

Martin Winter

Martin's qualifications include the Level 4 Diploma in Regulated Financial Planning and is accredited from the Personal Finance Society. Outside of work, Martin, loves to spend time with his family playing golf and tennis.

Matthew Barry

Matthew's qualification include the Diploma for Financial Advisers. Outside of work, Matthew enjoys watching most sports and plays golf on a regular basis.

Matthew Tierney

Matt's qualification include a Diploma in Financial Planning from the Chartered Insurance Institute. Outside of work, Matt enjoys travel, football and cycling.

Michael Summers

Michael's qualifications include the Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Mike enjoys cooking, camping and the outdoors and is a member of the local rugby club.

Nathan Holley

Nathan's qualifications include a Diploma in Financial Planning from the Personal Finance Society. Outside of work, Nathan enjoys spending time with his family, gardening and watching sport.

Neil De'Antiquis-Roberts

Neil has a Diploma in Financial Planning. Outside of work, Neil enjoys socialising with family and friends, managing and coaching youth and men's football and also DIY.

Niamh Bains

Niamh's qualification include a Diploma in Financial Planning from the Personal Finance Society. Outside of work, Niamh enjoys meals out with friends, walks in the fresh air and holidays in the sunshine.

Paul Ellis

Paul has a Diploma in Regulated Financial Planning and a Degree in Business from Manchester Metropolitan University. Outside of work, Paul enjoys football and socialising with friends.

Paul Hughes

Paul's qualifications include a Diploma in Financial Planning and is a long standing member of the Personal Finance Society. Outside of work, Paul enjoys walking, has an interest in social history and most sports.

Paul Morton

Paul is the Investment Planning Director and is a Chartered Member of the Chartered Institute for Securities & Investment. Paul is responsible for regulated financial advice across the Wealth at Work group of companies.

Paul Owen

Paul's qualification include the Level 4 Diploma in Regulated Financial Planning accredited from The Chartered Insurance Institute. Outside of work, Paul enjoys spending time with his family, running and watching sport.

Paul Sheen

Paul holds a certificate in Financial Planning and has over 30 years' experience in financial services. He is also a Chartered Member of the Chartered Institute for Securities & Investment . Outside of work, Paul enjoys spending time with his children, walking and cooking.

Richard Brown

Richard's qualification include a Diploma for Financial Advisers. Outside of work, Richard enjoys coastal walks with his family and their dogs.

Robert Croft

Rob's qualifications include the Diploma for Financial Advisers. Outside of work, Rob Enjoys running regularly, spending time with his wife and 6-year-old son and watching sport.

Robert Tidy

Rob's qualifications include a Diploma in Financial Planning from the Chartered Insurance Institute for Securities & Investment. Outside of work, Rob enjoys watching live sport and walking with his wife and their Dachshund.

Roger Yardy

Roger's qualifications include the Diploma for Financial Advisers. Outside of work, Roger enjoys Golf, any racquet sport and skiing.

Ryan O'Neil

Ryan's qualifications include a Diploma for Financial Advisers and he is also a Member of The London Institute of Banking & Finance. Outside of work, Ryan enjoys hill walking, watching and trying to play football and spending time with his wife and kids and the family dog.

Saiq Latif

Saiq's qualifications include a Diploma in Financial Planning, and a degree in Mathematics. Outside of work, Saiq is an Arsenal fan from Newcastle where he lives with his wife and three children. He also enjoys other sports especially cricket and Tennis.

Sam Glover

Sam's qualifications include the Level 4 Diploma for Financial Advisers accredited by the London Institute of Banking and Finance. Outside of work, Sam enjoys spending time with his family, playing golf and watching sport.

Sarah Franks

Sarah's qualifications include the Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Sarah enjoys spending time with her family, being in the great outdoors and travelling.

Sharon Rogers

With over 30 years working in the Financial Services Industry, Sharon's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Sharon enjoys spending time with family, gardening, music and planning trips to the theatre with her husband.

Stephen Jones

Stephen's qualifications include the Diploma in Financial Planning and a degree in Business from Manchester Metropolitan University. He is also a member of Chartered Institute for Securities & Investment. Outside of Work, Stephen enjoys all sports, particularly rugby and golf.

Steve Newing

Steve's qualifications include the Diploma in Financial Planning and he is a member of the Personal Finance Society. Outside of work, Steve enjoys anything football related, plus many wider sports.

Sukh Sahota

Sukh's qualifications include Level 4 Diploma for Financial Advisers accredited from the London Institute of Banking and Finance. He has over 10 years experience in financial services and is a member of the London Institute of Banking and Finance. Sukh enjoys spending time with family, travelling, and football.

Tahir Hussain

Tahir's qualification include a Diploma for Financial Advisers. Outside of work, Tahir enjoys travelling with his wife and three children.

Tariq Raja

Tariq's qualifications include the Level 4 Diploma in Regulated Financial Planning accredited fron The Chartered Insurance Institute. Outside of work Tariq enjoys spending time with family & friends and watching rugby union.

Tom Bailey

Tom is a Senior Advisers and his qualifications include the Diploma in Financial Planning. He also holds an Advanced pensions qualification as well as undertaking further study in Taxation and trusts, and personal investment planning. Outside of work, Tom enjoys fishing, cycling, hill walking and reading.

Tom Cassidy

Tom is a Regional Manager in Investment Planning and his qualifications include a Diploma in Regulated Financial Planning and a Degree in Business from Manchester Metropolitan University. Outside of work, Tom enjoys spending time with his young family and enjoys most sports, particularly rugby & football.

Trevor Lee

Trevor's qualifications include the Level 4 Diploma in Investment Advice (Financial Planning & Advice) accredited from the Chartered Institute for Securities & Investment. Outside of Work, Trevor enjoys spending time with his wife and children and is a keen mountain bike enthusiast.

Tyra Rafiq

Tyra qualifications include a Diploma for Financial Advice. Outside of work Tyra enjoys running, cycling and cooking for friends & family.

Vivek Patel

Vivek's qualifications include the Diploma in Regulated Financial Planning accredited by The Chartered Insurance Institute. Outside of work, Vivek enjoys spending time with his family, playing and watching sports.

William Mewis

William's qualifications include the Level 6 Advanced Diploma in Financial Advice accredited by the London Institute of Banking and Finance. Outside of work, William enjoys spending time with his family and he is also a keen hockey player and umpire.