Our people

Partners

Alan Barlow

Alan Barlow

Rob Beale

Rob Beale

Dave Marshall

Dave Marshall

Ian Sumbler

Ian Sumbler

Jenna Wheeler

Jenna Wheeler

Client Managers

Charlene Hortop

Charlene Hortop

Holly May

Holly May

Partners’ Portfolio Assistant

Sarah Ockwell

Sarah Ockwell

Independent Financial Adviser

Ian Dowdell

Ian Dowdell

Tax Consultants

 

Peter Crozier

Peter Crozier

Leanne Wootton

Leanne Wootton

Accounts Manager

 

Luke Proctor

Luke Proctor

Outsourced Accounts Manager 

 

Samantha Harding

Samantha Harding

Outsourced Accounts Client Manager 

 

Victoria McDonald

Victoria McDonald

Company Secretarial 

 

Brenda Bardwell

Brenda Bardwell

Get in touch

We’re always happy to hear from new and existing clients