Rachel joined the company in 2010 as the Practice Manager for Financial Services. She brings several years experience to the Group and is well placed to oversee the Head Office admin operation, ensuring a consistently high level of service is provided to both the Advisers and Clients.

Rachel is also PA to David Morris,CEO, and has responsibility for recruitment within the Group.

Co-ordinated centrally from our main head office location in Solihull, our highly qualified Advisers cover a large proportion of the United Kingdom.

We have advisers from the North to the South of the country so wherever you live you can be sure that you can meet your adviser or customer relationship manager face to face.

Our Team of Head Office staff are all highly skilled individuals, many at degree level and holding Finanical Services qualifications.  They provide extensive support and back office services to our team of Advisers and Customer Relationship Managers, as well as having direct contact with Clients.

As with our Advisers, each member of the Head Office team undergoes comprehensive continuing professional development and holds qualifications in each of their specialist areas

John Terry - Compliance Manager

Parminder Gill - Technical Manager

Debbie Mulcahy - Accounts Manager

Sue Wallace - Accounts

Amanda Smith  - Administrator

Chaz Sira - Recruitment