Meet the team | Kingsford Wealth Management Ltd

Meet the Team

Please use the links below to learn more about the team.

Jon Pittey

Managing Director - Financial Adviser

Dr John Greening

Director - Chartered Financial Planner & Member of the PFS

Daniel Walker

Director - Chartered Financial Planner & Fellow of the PFS

David Shepherd

Director - Financial Adviser

James McEvoy

Chartered Wealth Manager & Chartered Fellow of the CISI

Sean Nolan

Financial Adviser

Natasha Latham

Client Relationship Manager & PA to the Directors

Diane Jones

Senior Paraplanner

Andy Tsang

Senior Paraplanner

Catherine David

Client Services Administrator

Leanne Harris

Practice Manager

Flo Jones

Marketing Executive

Melanie Clare

Senior Client Services Administrator

Cameron Morris

Trainee Financial Adviser

Kate Betson

Administrator

Louise Fitzpatrick

Executive Assistant to David Shepherd

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