Meet The Team

Guy Kelland

Chartered Financial Planner / Managing Director

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Paul Edwards Head of Operations

Paul Edwards

Director / Head of Operations

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Chris Bull Head of Business Development

Chris Bull

Chartered Financial Planner / Head of Business Development

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Loretta Mooney

Chartered Financial Planner

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Ian Boasman

Chartered Financial Planner

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Josh Hewitt Chartered Financial Planner

Joshua Hewitt

Chartered Financial Planner

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Jennifer Skehan

Chartered Financial Planner

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Charlotte Knight

Chartered Financial Planner

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Andy Turner

Chartered Financial Planner

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Tahira Khan

Chartered Financial Planner

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Andy Bradford

Independent Financial Planner

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Eddy Chow

Mortgage & Protection Adviser

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Matt Dawson

Independent Financial Planner

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Alan Rushton

Independent Financial Planner

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David Wightman

Independent Financial Planner

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David Garrett

Independent Financial Planner

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Damien Kelland

Damien Kelland

Client Engagement Manager

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Pippa Smith

Chartered Paraplanner

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Bev Wright

Admin & Office Manager

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News & Views

November 8, 2025

45% of adults think pension auto-enrolment is enough. It isn’t

Auto-enrolment has increased the number of pension savers. But only contributing the minimum amount might not be enough for a comfortable retirement.
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