OUR TEAM

Paul Northmore

Independent Financial Adviser

Director

Ivybridge Office

Lisa Julian

Chartered Financial Planner

Director

Ivybridge Office

Steve Ansell

Independent Financial Adviser

Director

Ivybridge Office

Patrick Goddard

Independent Financial Adviser

Director

Ivybridge Office

Mike LeGassick

Lifestyle Financial Planner

Director

Ivybridge Office

Peter Harrison

Chartered Financial Planner

Devon

Steve Phillips

Independent Financial Adviser

Glasglow

David Cater

Lifestyle Financial Planner

Ivybridge Office

Kate Gannon

Chartered Financial Planner

Cornwall Office

Donna Hansen

Independent Financial Adviser

Cornwall Office

Joy Roskilly

Independent Financial Adviser

Cornwall Office

Nick Tandy

Independent Financial Adviser

Gloucester

Debbie Lynch

Business Manager

Ivybridge Office

Steve O'Connor

Compliance Manager

Ivybridge Office

Nicola Walder

Marketing Coordinator

Ivybridge Office

Sue Harris

Administrator

Ivybridge Office

Jasmin Copp

Administrator

Ivybridge Office

Leonie Dunn

Administrator

Ivybridge Office

Jacob Chudley

Administrator

Ivybridge Office

Lean Dixon

Administrator

Ivybridge Office

Lucy Opie

Administrator

Newquay Office

Liam Stabb

Apprentice Administrator

Ivybridge Office

Samantha Johns

PA to Paul Northmore

Ivybridge Office

Sharon Gunning

PA to Mike LeGassick

Ivybridge Office