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

Chris Hazell

Protection Consultant

Lisa Parmley

Mortgage & Protection Consultant

Martyn Ruckley

Senior Protection Consultant

Charlotte Ward

Wealth Management Consultant

Luke Fernandez-Lago

Senior Mortgage & Protection Adviser

Spencer Smith

Protection Consultant

Jaid Wiltshire

Protection Adviser

Karandev Digpal

Protection Adviser

Jessica Best

Paraplanner

George Cutts

Senior Administrator

Martin Wood

Administrator

Roxanne Smith

Administrator

James Baird

Administrator