Meet the Team

Please use the links below to learn more about the team.

James Richfield

FPFS, Chartered Financial Planner, Managing Director
Full profile

Peter Grieves

Chartered Financial Planner, Managing Director
Full profile

Glenn Bolton

Chartered Financial Planner, Director
Full profile

Tony Hopper

Operations Director

Sean Shabilla

Financial Adviser

Dan Croker

Financial Adviser

Max Bell

Financial Adviser

Isabel Stephenson

Financial Adviser

Stefanie Corbett

Practice Manager

Laura Fuller

Senior Paraplanner

Pam Purvis

Senior Paraplanner

Stephanie Purvis

Senior Paraplanner

Gemma Stone

Paraplanner

Amy Ward

Paraplanner

Kay Gibson

Pension Technician

Kane Appleby-Rutter

Associate to Managing Director

Charlotte Murray

Associate to Managing Director

Anna Wareham

Client Services Manager

Gabrielle Conroy

Client Services Manager

Rachel Smith

Client Services Manager

Rachel Robson

Client Services Manager

Emily Smart

Client Services Manager