Team

Our team of financial advisers has 120 years’ experience and is committed to helping our clients.

  • Management
  • Advisers
  • Administration

Damian O’Connor

Managing Director

Bernie Erasmus

Executive Assistant & Practice Manager

Garry Webb

Head of Protection

Rob McMurrich

Head of Wealth Management

Tabitha Garland

Operations Manager

Ben Wellington

Wealth Management Consultant

Christopher Breach

Mortgage & Protection Consultant

Lisa Parmley

Mortgage & Protection Consultant

Martyn Ruckley

Senior Protection Consultant

Tony Currie

Protection Consultant

Callum MacTaggart

Protection Adviser

Edward Grosvenor

Protection Adviser

Jaid Wiltshire

Protection Adviser

James Brimacombe

Protection Adviser

James Bagguley

Protection Adviser

Lewis Holliday

Protection Adviser

Luke Fernandez-Lago

Senior Mortgage & Protection Adviser

Connor Diplock

Trainee Adviser

George Cutts

Senior Administrator

James Baird

Administrator

Jessica Nethercliffe

Administrator/Paraplanner

Martin Wood

Administrator

Roxanne Smith

Administrator