Meet our Team
A team committed to your financial future
With a passion for providing personalised advice and exceptional service, we're committed to guiding you towards a secure and prosperous future. Our experts have a deep understanding of various financial strategies and are here to support you every step of the way.
David Melloy
Strategic Business Development Director
Ian Plumpton
Chief Risk Officer
Jon Sturgess
Chief Financial Officer
Charlotte Watson
Chief Investment Officer
Rob Fellows
Operations Director
Mark Knowlton
Chief Technical Officer
Chris Harris
People Director
Stephen Harper
Chairman
Get in Touch
Talk to an expert
Call us
01423 425 498
Offices open Monday - Friday
