Meet the team

Adrian Kidd

Managing Director & Chartered Financial Planner

Christiaan Coolen

Financial Planner

Clara Metcalfe

Financial Planner

Tom Morris

Director & Chartered Financial Planner

Charlotte Raynes

Non-Executive Director

Cheryl Frazer

Practice Manager

Hayley Watts

Paraplanner

Melanie Hill

Client Services

Mike Bevens

Independent Trustee

Phoebe James

Client Relationship Manager

Raman Roud

Client Services & Employee Wellbeing Champion

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