Meet The Team

Guy Kelland 2026

Guy Kelland

Chartered Financial Planner / Managing Director

Email Guy Kelland

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

Email Chris Bull

Loretta Mooney 2026

Loretta Mooney

Chartered Financial Planner

Email Loretta Mooney

Ian Boasman 2026

Ian Boasman

Chartered Financial Planner

Email Ian Boasman

Josh Hewitt Chartered Financial Planner

Joshua Hewitt

Chartered Financial Planner

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Jennifer Skeehan 2026

Jennifer Skehan

Chartered Financial Planner

Email Jennifer Skehan

Charlotte Knight 2026

Charlotte Knight

Chartered Financial Planner

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Andy Turner 2026

Andy Turner

Chartered Financial Planner

Email Andy Turner

Tahira Khan 2026

Tahira Khan

Chartered Financial Planner

Email Tahira Khan

Phil Lane 2026

Phil Lane

Chartered Financial Planner

Email Phil Lane

Andy Bradford 2026

Andy Bradford

Independent Financial Planner

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Eddy Chow 2026

Eddy Chow

Mortgage & Protection Adviser

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Rob Burrows, Mortgage Administrator

Rob Burrows

Mortgage Administrator

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Matt Dawson 2026

Matt Dawson

Independent Financial Planner

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Alan Rushton 2026

Alan Rushton

Independent Financial Planner

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David Wightman 2026

David Wightman

Independent Financial Planner

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David Garrett 2026

David Garrett

Independent Financial Planner

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Damien Kelland 2026

Damien Kelland

Client Engagement Manager

Email Damien Kelland

Pippa Smith 2026

Pippa Smith

Chartered Paraplanner

Email Pippa Smith

Bev Wright 2026

Bev Wright

Admin & Office Manager

Email Bev Wright

News & Views

September 21, 2026

Retirement planning is more than a one-off event. Here’s why

A retirement plan isn’t a “one-and-done” process. Learn what might cause you to rethink your plan, and how to keep it aligned with your changing objectives.
Read more