Moving forward together

560 315 Eleonore Bylo


  • Two of our Advisers have moved into Regional Manager roles
  • Ben Clapham, an Adviser and Regional Manager is now our Director of Financial Planning
  • Lauren Nickell-Lean, has moved from a Client Research Administrator to a Trainee Paraplanner
  • Lee DeRedder, has moved from a Client Servicing Administrator to a Trainee Paraplanner

Exam Passes

  • Amy Butler has passed the Pensions and Retirement Planning (R04) CII examination
  • Adam Blakey has passed the Regulation and Ethics examination (CF1)
  • Laura Craven has passed the Equity Release (ER1) exam
  • We have 11 newly qualified mental health first aiders have completed the MHFA course

New Starters

  • Rebecca Summersall joining us as a New Client Administrator
  • Jaymee Stronach joining us as Mortgage Administrator

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