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 Operations

Rob McMurrich

Head of Investment and Pensions

Tabitha Garland

Operations Manager

Andrew Ward

Head of Protection Advice

Ben Wellington

Wealth Management Consultant

Lisa Parmley

Mortgage & Protection Consultant

Martyn Ruckley

Senior Protection Consultant

Neil Davies

Protection Consultant

Tony Currie

Protection Consultant

Jaid Wiltshire

Protection Adviser

James Brimacombe

Protection Adviser

Karandev Digpal

Protection Adviser

Lewis Holliday

Protection Adviser

Luke Fernandez-Lago

Senior Mortgage & Protection Adviser

Callum MacTaggart

Trainee Adviser

Edward Grosvenor

Trainee Adviser

James Bagguley

Trainee Adviser

George Cutts

Senior Administrator

James Baird

Administrator

Jessica Nethercliffe

Administrator/Paraplanner

Martin Wood

Administrator

Roxanne Smith

Administrator