Our people


Our advisers have a range of experience and expertise. Highly qualified and sensitive to the needs of others, you can find out about our advisers and how to contact them here.

Gemma Statham

Wealth Manager

George Edwards

Associate Portfolio Manager

George Mathieson

Director, Strategic Partnerships

George McCann

Wealth Manager

George Shaw

Director, Wealth Manager

George Slack

Director, Wealth Manager

George Tucker

Wealth Paraplanner

Geraint Hampson-Jones

Senior Director, Head of Office – Cardiff