Meet the Team

Please use the links below to learn more about the team.

Josef Brown-Needham

Financial Adviser

Vikesh Gohil

Financial Adviser

Ryan Ward

Financial Adviser

Darren Ward

Consultant

Lia Fawdrey

Operations Director

Laura Smith-Priestly

Finance Manager

Liam Barnett

Senior Paraplanner

Grace Woolley

Practice Administrator
partner placeholder

Taylor Lane

Practice Administrator
partner placeholder

Ollie Sargison

Adviser Support