The people behind your plan
We're a close-knit, energetic team who take real pride in personal service. It's why so many clients have been with us for decades, and why they so often recommend us to family and friends.
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Jack Hamblin
Managing Director
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Paul Tadman
Head of Advice
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Nadine McKinley
Platform Support
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May Chan Rhodes
Platform Administrator
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Nick Dyer
Retirement Specialist
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Sarah Hoffman
Client Services
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Trudy Gardner
Director, HR & Ops
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Chelsea Thomas-Hamblin
Facilities and Operational Support
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Connor Howard
Technology & Data Support
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Emma Smith
Client Services Manager
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Harry O’Hare
Platform Administrator
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Jack Melia
Platform Team Leader
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Katherine Crick
Client Services
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Kim Russ
Technology & Data Manager
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Marcus Hamblin
Director, Chartered Financial Planner
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Jo Rose
Paraplanner
