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.

Charles Berry

Director, Intermediaries Investment Manager

Charles Caton

Associate Director, Wealth Manager

Charles Mason

Director, Wealth Manager

Charles Nicholson

Director, Wealth Manager

Charlie Bracher

Director, Wealth Manager

Charlotte Stevens

Senior Wealth Paraplanner

Charlotte Tattersall

Divisional Director – Financial Planning

Charlotte Wright

Director, Wealth Manager

Chris Barry

Wealth Manager