Meet the Team

Executive Board

Andrew Megson
Executive Chairman

Craig English
Finance Director

Daniel Green
Chief Technology & Marketing Officer

Ben Hicks
Chief Risk Officer

Management Team

Richard Harrison (DipFA)
IFA Manager

Chloe Watt
Client Support Manager

Kyle Simpson
Retirement Specialist Team Manager

Chris Liddle
Retirement Specialist Team Manager

Independent Financial Advisers

Kyle Hopkins BA(Hons) DipPFS
Independent Financial Adviser

Thomas Lee (DipFA)
Independent Financial Adviser

David Taylor (DipFA)
Independent Financial Adviser

James Allott (DipFA)
Independent Financial Adviser