Meet the team

We’re more than just a team – we see ourselves as one family. A lot of businesses may say the same, but for us it’s genuine. And we believe it’s one of the main reasons for our success; a great group of highly skilled people who all believe in the same thing. But don’t just take our word for it – meet the team for yourself.
Jonathan Hunt
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Director & Chartered Financial Planner
Dom Spalding
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Director & Chartered Financial Planner
Sue Metcalfe
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PRACTICE MANAGER
Daniel Evans
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Chartered Financial Planner
Kevin Anderson
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Paraplanner
Harry Egginton
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Paraplanner
Allison Frost
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CLIENT RELATIONSHIP MANAGER
Kerry Land
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CLIENT RELATIONSHIP MANAGER
Samantha Speake
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Client Relationship Manager
Ben Pearce
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Client Relationship Manager
Caitlin Bint
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Undergraduate Intern