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
Paula Kilroy
Head of Client Management
Meet Paula
Andrew Klamerus
Head of Financial Analysts
Meet Andrew
Adrian Cotea
Chartered Financial Planner
Meet Adrian
David Taylor
Financial Analyst
Meet David
Jack Haire
Financial Planner
Meet Jack
Ben Hiley
Financial Planner
Meet Ben
Megan Thomas
Client Manager
Meet Megan
Irene Turner
Receptionist
Meet Irene
Lucy Davy
Client Manager
Meet Lucy
