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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)

Charlie Parker | DipPFS
Financial Planner

Joseph Dickinson
Financial Planner

Tom Nelson
Head of Compliance and Pension Regulation

Rupert Smith | DipPFS | AF7
Corporate Technical Director

Stephen Baskind | DipFA
Financial Planner

Scott Kershaw
Mortgage Adviser

Curtis Parker | DipPFS
Financial Planner

Tim Freedlander | DipPFS
Financial Planner