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.

Lorna Burns

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