Our Coaches

If you’re looking to improve your financial wellbeing, talk to our coaches today. You can schedule one-to-one chats with a coach that are confidential. This personalised approach ensures you receive a tailored approach to take control of your finances, develop a reliable plan, and can look forward to your future with confidence.

James Allen

Financial Wellbeing Coach

Hayley Hoyland

Digital Experience Manager

Kitty Adey

Financial Wellbeing Coach

Sam Scarfe

Financial Wellbeing Coach

Heather Gibbs

Financial Wellbeing Coach

Aisha Yakub

Financial Behavioural Coach

Our Advisers

Our financial specialists are highly trained and knowledgeable in their fields, ready to assist you in making informed decisions about your personal finances. Our experts offer advice and recommendations tailored to your individual needs, whether it’s related to pensions, mortgages, financial planning, protection, investments, savings, or estate planning.

Jeff Winter | DipPFS

Pensions Technical Director

James Fisher | APFS

Head of Recruitment & Training (Financial Planner)

Georgia Mullany | DipPFS

Financial Planner

Miles Myers

Financial Planner

Paul Repetto-Lee

Head of New Business Writers (Financial Planner)

Steve Lambarth

Specialist Financial Planner

Charlie Parker | DipPFS

Financial Planner

Joseph Dickinson

Client Services Adviser

Tom Nelson

Head of Compliance and Pension Regulation

Kris Booth | Adv DipFA

Chartered Financial Planner

Rupert Smith | DipPFS | AF7

Corporate Technical Director

Stephen Baskind | DipFA

Financial Planner

Scott Kershaw

Mortgage Adviser

Curtis Parker | DipPFS

Financial Planner

Tim Freedlander | DipPFS

Client Services Planner