Our Team

Our offices are run by teams of highly qualified and professional financial advisers together with their dedicated and focused support teams.

The individual office teams and their contact details are below.

Our Team

Management Team

David Taplin DipPFS

David Taplin DipPFS

Executive Chairman
View Profile
Martin Marsik DipFA

Martin Marsik DipFA

Managing Director
View Profile
Robert Collom APFS

Robert Collom APFS

Director of Private Clients, Chartered & Certified Financial Planner
View Profile
Nigel Turner FPFS

Nigel Turner FPFS

Director of Training and Development, Chartered & Certified Financial Planner
View Profile
David Painter FPFS

David Painter FPFS

Director of Investment Proposition, Chartered Financial Planner
View Profile
Jacqueline Mitchell

Jacqueline Mitchell

Director of Operations
View Profile
Lee Wallis APFS

Lee Wallis APFS

Director & Chartered Financial Planner
View Profile
Philip Kingscott

Philip Kingscott

Head of Office
View Profile
Nick Lee

Nick Lee

Regional Director, Certified Financial Planner
View Profile

Kent Office

David Taplin DipPFS

David Taplin DipPFS

Executive Chairman
View Profile
Martin Marsik DipFA

Martin Marsik DipFA

Managing Director
View Profile
Jason Woolgar FPFS

Jason Woolgar FPFS

Chartered Financial Planner
View Profile
Matthew Pitchacaren DipPFS

Matthew Pitchacaren DipPFS

Senior Financial Planner
View Profile
Andrew Kavanagh DipPFS

Andrew Kavanagh DipPFS

Corporate Consultant
View Profile
Lee Giles APFS

Lee Giles APFS

Chartered Financial Planner
View Profile
James Watts APFS

James Watts APFS

Chartered Financial Planner
View Profile
David Phillips

David Phillips

Senior Financial Planner
View Profile
Suzanne Carr

Suzanne Carr

Paraplanner / Technical Research
View Profile
Phil Potter

Phil Potter

Paraplanner
View Profile
Clair Povey

Clair Povey

Training and Competency Manager
View Profile

London Office

David Taplin DipPFS

David Taplin DipPFS

Executive Chairman
View Profile
David Painter FPFS

David Painter FPFS

Director of Investment Proposition, Chartered Financial Planner
View Profile
Nigel Davis APFS

Nigel Davis APFS

Chartered Financial Planner
View Profile
Robert Young DipPFS

Robert Young DipPFS

Financial Planner
View Profile
Chris Watkins FPFS, CFP

Chris Watkins FPFS, CFP

Paraplanner
View Profile

Guildford Office

Philip Kingscott

Philip Kingscott

Head of Office
View Profile
John Sandford DipPFS

John Sandford DipPFS

Senior Financial Planner
View Profile
Cameron Freer DipPFS

Cameron Freer DipPFS

Senior Financial Planner
View Profile
Simeon Adams DipPFS

Simeon Adams DipPFS

Senior Financial Planner
View Profile
Brian Martin

Brian Martin

Chartered Financial Planner
View Profile
Colin Hare

Colin Hare

Financial Planner
View Profile
Len Ozanne

Len Ozanne

Chartered Financial Planner
View Profile
Sian MacInnes

Sian MacInnes

Chartered Financial Planner
View Profile
Ketan Shah

Ketan Shah

Financial Planner
View Profile

Wiltshire Office

Robert Collom APFS

Robert Collom APFS

Director of Private Clients, Chartered & Certified Financial Planner
View Profile
Nigel Turner FPFS

Nigel Turner FPFS

Director of Training and Development, Chartered & Certified Financial Planner
View Profile
Jacqueline Mitchell

Jacqueline Mitchell

Director of Operations
View Profile
Martyn Bailey APFS

Martyn Bailey APFS

Chartered Financial Planner
View Profile
Robert Waterfall DipPFS

Robert Waterfall DipPFS

Senior Financial Planner
View Profile
Douglas Teesdale DipPFS

Douglas Teesdale DipPFS

Senior Financial Planner
View Profile
Angela Haythorne

Angela Haythorne

Financial Planner
View Profile
Paul Fisher BA (Hons) APFS IMC

Paul Fisher BA (Hons) APFS IMC

Chartered Financial Planner
View Profile
Martyn Scott FPFS

Martyn Scott FPFS

Chartered Financial Planner
View Profile
Aleksandra Sasin

Aleksandra Sasin

Technical Manager
View Profile
Lisa Duncan

Lisa Duncan

Paraplanner
View Profile
Sam Fordham

Sam Fordham

Paraplanner
View Profile

Croydon Office

Lee Wallis APFS

Lee Wallis APFS

Director & Chartered Financial Planner
View Profile
Warren Fairchild APFS

Warren Fairchild APFS

Associate Director & Chartered Financial Planner
View Profile
David Gomez DipPFS

David Gomez DipPFS

Associate Director
View Profile
Carl Philip Baker DipPFS

Carl Philip Baker DipPFS

Senior Consultant
View Profile
Natalie Powell

Natalie Powell

Paraplanner
View Profile

Cambridge Office

Robert Young DipPFS

Robert Young DipPFS

Financial Planner
View Profile

Southampton Office

Charles Cavendish

Charles Cavendish

Chartered Financial Planner
View Profile
Nick Lee

Nick Lee

Regional Director, Certified Financial Planner
View Profile