// Open Popup ID 1058 if any element with .header--nav__button
document.querySelectorAll('.header-nav-button').forEach( (el) => {
	el.addEventListener('click', () => {
		bricksOpenPopup(XXX)
	})
})
document.querySelectorAll('.header-nav--parent').forEach(li => {
  const toggle = li.querySelector('.brx-submenu-toggle');
  if (!toggle) return;

  const a = toggle.querySelector('a');
  const button = toggle.querySelector('button');
  if (!a || !button) return;

  // Move the label text into the button (prepend before the SVG)
  const labelText = document.createTextNode(a.textContent);
  button.prepend(labelText);

  // Remove the <a> tag
  a.remove();
});

Our People

Our team of multi-award winning Financial Planners are committed to fulfilling the lifetime aspirations of our clients.

Our heritage dates back over 40 years but our commitment to growth and innovation remains as current as ever.

Our values underpin how that we do work with you, and each other. Learn more about our team members by viewing their profiles below.

Search People

Client Liaison

Alex Webb

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Chartered Financial Planner and Financial Planning Director

Alistair Cunningham

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Managing Director

Ben Clarke

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Team Leader - Private Client Support

Claire Stratton

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Head of Client Services

Clare McBarron

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Finance Assistaant

Denise Key

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Head Office Assistant

Elaine Hogan

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Executive Assistant and HR Officer

Heather Reid

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Client Liaison

Jo Johnson

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Chartered Financial Planner

Luke Harris

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Chartered Financial Planner

Matthew Bond

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Paraplanner Team Leader

Mohamad Alrayees

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Financial Planning Adviser

Paul Stevens

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Corporate Director

Paul Weeks

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Chartered Financial Planner

Peter Magliocco

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Compliance Assistant

Rebecca Swan

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Financial Planning Adviser

Simon Moore

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Financial Controller and Office Manager

Tracy Hepher

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Chartered Financial Planner

Will Worsley

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Are you ready to make informed decisions about your money?

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