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

Adam Harding

Wealth Management Consultant

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

Scott Moran

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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