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Our Board

Ian Wilkinson

Group Practice Director

Advisory Board

Tony Apps DipPFS

Managing Director

Derek C Baptist ACSI

Managing Director

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Gary Ross DipPFS

Managing Director

Mark Taylor

Director/Chartered Financial Planner

Ian Wilkinson

Group Practice Director

Advisers

Tony Apps DipPFS

Managing Director

Derek C Baptist ACSI

Managing Director

Colin Beton MLIBF

Consultant

Derek Brownie APFS

Chartered Financial Planner

Trevor Clark

Chartered Financial Planner

James Cooper

Chartered Financial Planner

Mike Fisher

Senior Consultant

Debby Grinyer DipIP

Financial Planner

Jim Knights DipPFS

Customer Service & Compliance Manager

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Steve Leicester

Chartered Financial Planner

Richard Lobley

Chartered Financial Planner

Ross Perry APFS

Chartered Financial Planner

James Posnett CFP MCSI

Financial Planner

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Ceri H Robbins BSc (Econ) ACSI

Chartered Financial Planner

Gary Ross DipPFS

Managing Director

Mark Taylor

Director/Chartered Financial Planner

Luke Thirlwell DipPFS

Financial Planner

Chris Wheatley

Managing Director

Ian Wilkinson

Group Practice Director

Head Office Management Team

Caroline Curry

Group Remuneration Manager

Glenn Hamilton

Group Financial Controller

Darren Hodkinson

Darren Hodkinson

Group Compliance Manager

Dave McWilliams

Group Project Accountant

Julie Muelenbergs

Group Business Monitoring Manager

Charles Penn

Group Head of Marketing and Business Development

Lindsey Wood

Group HR Manager

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