Meet the Support Team

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

Clair Smith

Managing Director

Nancy Bushell

Area Practice Manager

Susan McClymont

Operations Specialist

Arah Perrett

Development Manager

Adrian Poole

Risk & Compliance Manager

Shannon White

Paraplanner Team Leader

Claire Chick

Data Maintenance Team Leader

Wendy Butler

Client Services Team Leader

Rachel Wood

Marketing Team Leader

Lucy Ball

PA and Paraplanner support to Peter Harding

Robyn Harding

Paraplanner

Andrew Holmes

Financial Services Administrator

Samantha Houchin

PA to Peter Harding

Paul Merefield

Business Support Administrator

Tracey Milnes

Marketing Assistant

Victoria Mount

Paraplanner

Tina Parsons

Business Support Administrator

Kieran Padfield

Paraplanner

Lauren Prince

Data Maintenance Specialist

Yvonne Ratcliffe

Personal Assistant to Sarah Pike

Tamzin Rose

Paraplanner

Millie Smith

Technical Support – Annual Reviews Specialist

Samuel Timoney

Paraplanner

Indira Walters

Paraplanner

Debra Ward

Business Support Administrator

Jennifer-Louise Wilkins

Senior Paraplanner

Lisa Foot

Practice Support Administrator

Catherine Pickford

Data Maintenance Administrator

Rob Skipwith

Financial Services Administrator

Kieren Sams

Associate Paraplanner

Angus Pearce

Technical Support – Annual Reviews Specialist