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
Kitty Adey
Financial Wellbeing Coach
Heather Gibbs
Financial Wellbeing Coach
Emese Pilkington
Financial Wellbeing Coach
Sam Scarfe
Financial Wellbeing 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)
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
Jack Shutt | DipPFS
Financial Planner
Isobel Constantine-Wright
Financial Planner
Zachary Scott
Financial Planner