Meet The Team.
Team players who go the extra mile. Experts in their field.
Jason Schofield
Chairman
Meet Jason
Peter Drinnan
Managing Director
Meet Pete
James Schofield
Director
Meet James
Liam Healy
Director
Meet Liam
Daniel Clark
Advice & Operations
Meet Daniel
Emma Indergaard Adv DipFA
Financial Planner, Chartered ALIBF
Meet Emma
James Melia
Chartered Financial Planner
Meet James
Amanda Green
Chartered Financial Planner
Meet Amanda
Ed Morris
Financial Advisor
Meet Ed
Paula Kilroy
Head of Client Management
Meet Paula
Andrew Klamerus
Head of Financial Analysts
Meet Andrew
Judith Randall
Business Development Manager
Meet Judith
Adrian Cotea
Chartered Financial Planner
Meet Adrian
Andrew Ryan
Financial Planner
Meet Andrew
Richard Parker
Financial Planner
Meet Richard
Jack Haire
Financial Planner
Meet Jack
Ben Hiley
Financial Planner
Meet Ben
Megan Thomas
Client Manager
Meet Megan
Lucy Davy
Client Manager
Meet Lucy
Gill Fabretti
Executive Assistant
Meet Gill
William Stevenson
Client Manager
Meet William
Kerry Barry
Client Manager
Meet Kerry
Sophie Wurzal
Client Manager
Meet Sophie
Geraldine Simpson
Client Manager
Meet Gerry
Rose Brown
Client Manager
Meet Rose
Jayne Bolton
Client Manager
Meet Jayne
Lynne Cohen
Paraplanner
Meet Lynne
Ruby Thomas
Paraplanner
Meet Ruby
Toby Schofield
Paraplanner
Meet Toby
Irene Turner
Receptionist
Meet Irene
