Our Team

Simon Torry FPFS

Chartered Financial Planner

Heather Jefferies

Wealth Management Executive

Michelle Tate Cert CII (MP)

Accounts Manager

Joshua McIlroy CeMAP

Mortgage and Protection Adviser

Amy Stainer Cert CII (MP)

Mortgage and Protection Adviser

Jack Avery BSc Cert CII (MP)

Mortgage and Protection Adviser

Toni Letchfield

Office Manager

Maisie Torry Ba Cert CII (MP)

Trainee Mortgage and Protection Adviser

Charlotte Monk

Mortgage Administrator

Jessie