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.

Laura Tait

Associate Director, Portfolio Manager

Lee Sherrin

Director, Wealth Manager

Linn Denholm

Wealth Manager

Louise Shaw

Director, Wealth Manager

Louise Summerfield

Associate Director, Wealth Manager

Lucie Gordon

Managing Director, Head of Northern Region

Lucinda Beaumont

Director, Wealth Manager

Luke McAfee

Associate Director, Intermediaries Investment Manager

Luke Rundle

Associate Director, Wealth Manager