Meet The Team

Guy Kelland

Chartered Financial Planner / Managing Director

Email Guy Kelland

Paul Edwards Head of Operations

Paul Edwards

Director / Head of Operations

Email Paul Edwards

Chris Bull Head of Business Development

Chris Bull

Chartered Financial Planner / Head of Business Development

Email Chris Bull

Loretta Mooney

Chartered Financial Planner

Email Loretta Mooney

Ian Boasman

Chartered Financial Planner

Email Ian Boasman

Josh Hewitt Chartered Financial Planner

Joshua Hewitt

Chartered Financial Planner

Email Joshua Hewitt

Jennifer Skehan

Chartered Financial Planner

Email Jennifer Skehan

Charlotte Knight

Chartered Financial Planner

Email Charlotte Knight

Andy Turner

Chartered Financial Planner

Email Andy Turner

Tahira Khan

Chartered Financial Planner

Email Tahira Khan

Andy Bradford

Independent Financial Planner

Email Andy Bradford

Eddy Chow

Mortgage & Protection Adviser

Email Eddy Chow

Rob Burrows, Mortgage Administrator

Rob Burrows

Mortgage Administrator

Email Rob Burrows

Matt Dawson

Independent Financial Planner

Email Matt Dawson

Alan Rushton

Independent Financial Planner

Email Alan Rushton

David Wightman

Independent Financial Planner

Email David Wightman

David Garrett

Independent Financial Planner

Email David Garrett

Damien Kelland

Damien Kelland

Client Engagement Manager

Email Damien Kelland

Pippa Smith

Chartered Paraplanner

Email Pippa Smith

Bev Wright

Admin & Office Manager

Email Bev Wright

News & Views

January 15, 2026

What happens if probate gets delayed? How much Inheritance Tax will my family pay? Your questions, answered

Do you have questions about Inheritance Tax, probate, being named an executor, or contesting a will? Learn what you need to know about these topics – and more – here.
Read more