• Yorkshire: 01423 520052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Our employees are key to our success, and to the financial achievement and security of our clients. We develop our people to be the best they can be, so they are fully trained and able to match their own ambitions to that of our growing company.

Leadership Team

Michael Cope

Managing Director

Elizabeth Mills

HR & Operations Manager

Steven Thompson

Head of Compliance


Sara Guy

Financial Planner

Stephanie McClarence

Financial Planner

Hannah Robinson

Financial Planner