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.

Steven McKay

Director, Wealth Manager

Stuart Lamont

Director, Wealth Manager

Sue Marsh

Associate Director, Wealth Manager

Suzy Thomson

Associate Director, Wealth Manager

Teresa Norsworthy

Associate Director, Wealth Manager

Thomas Jones

Portfolio Manager

Tim Walker

Senior Director, Head of Office – South West

Toby Sellers

Director, Wealth Manager

Tom Annear

Associate Director, Wealth Manager