Meet the Team
Please use the links below to learn more about the team.
John Chody
Business Consultant and Founder
Richard Davis
Chartered Financial Planner and Founder
Andrew Gilbert
Director
Nigel Kerin
Director and Chartered Wealth Manager
Niraj Patwa
Director and Wealth Manager
Karen Pearce
Wealth Manager
Neil Fleming
Senior Wealth Manager
Malcolm O’Donovan
Wealth Manager
Edward Harte
Wealth Manager
Martyn Halls
Wealth Manager
Craig Crawford
Wealth Manager
Carlie Richardson
Wealth Manager
Karen Webb
Mortgage & Protection Specialist Adviser
Habib Dridi
Wealth Manager
Ivor Jones
Chartered Financial Planner
Bianca Valsin
Operations Manager
Jacquie Franco (formerly Rothman)
Client Relationship Manager
Jay Vakharia
Client Services and Paraplanning Manager
Mandy Bull
Mortgage Administration Manager
Heather O'Donovan
Senior Client Relationship Consultant
Rachel Coles
Senior Client Relationship Consultant
Alrida Dias
Client Relationship Consultant
Anish Popat
Paraplanner
Alanna Menere
Client Relationship Consultant
Benjamin Whalan
Client Relationship Consultant
Simran Mehta
Client Relationship Consultant
Kim Lee
Paraplanner
