Meet the Team
Please use the links below to learn more about the team.
Cameron Morris
Trainee Financial Adviser
Natasha Latham
Client Relationship Manager & PA to the Directors
Leanne Harris
Practice Manager
Flo Jones
Marketing Executive
Diane Jones
Senior Paraplanner
Melanie Clare
Senior Client Services Administrator
Louise Fitzpatrick
Executive Assistant to David Shepherd
Catherine David
Client Services Administrator
Kate Betson
Administrator
