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

Lisa Parmley

Mortgage & Protection Consultant

Martyn Ruckley

Senior Protection Consultant

Karandev Digpal

Protection Adviser

Luke Fernandez-Lago

Mortgage & Protection Adviser

Franky Green

Mortgage & Protection Adviser

Andrew Muttitt

Mortgage & Protection Adviser

Spencer Smith

Protection Adviser

Jaid Wiltshire

Trainee Adviser

Charlotte Ward

Senior Paraplanner

George Cutts

Senior Administrator

Martin Wood

Administrator

Roxanne Smith

Administrator

James Baird

Administrator

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    Accident & sickness
    Life insurance
    Critical illness cover
    Unemployment
    Pension planning
    Mortgage protection
    Relevant life cover
    Life & critical illness
    Private health
    Mortgage
    Investment planning
    Family income benefit
    Whole of life
    Re-mortgage

    Your home may be repossessed if you do not keep up repayments on your mortgage.

     

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