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


Roxanne Smith


James Baird