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.

Andrew Eze

Director, Head of Office – Penrith

Andrew Sloan

Regional Strategic Partnership Manager

Andrew Wager

Director, Wealth Manager

Andrew Wheeler

Director, Head of Office – Ipswich & Norwich

Andrew Wheeler

Director, Head of Partnership Business Development

Andy Cave

Director, Wealth Manager

Andy Matthews

Business Development Manager

Andy Wheeler

Business Development Manager

Andy Williams

Assistant Director – Investment Manager