Meet the team

Meet our friendly and expert team of financial advisers and client support team

Adam Rhodes

Chief Executive Officer

Specialising in advising local business owners and individuals, particularly those whose financial circumstances may be more complex.

Hayley Burton

Managing Director

Gavin Lawler

Senior Wealth Management Consultant

Significant experience with Corporate clients and providing retirement planning advice for individual and business owner clients.

Gurdeep Lall

Senior Wealth Management Consultant

Chartered Financial Planner providing bespoke holistic planning to private high net worth individuals and business owners. Specialisms include investments, pensions, protection, inheritance tax and estate planning.

Lewis Mellors

Wealth Management Consultant

Providing tailored financial advice to self employed and business owners, and helping to manage and protect financial risks from unforeseen life events.

Tom Byrne

Wealth Management Consultant

Committed to changing peoples lives for the better. Helping individuals and businesses protect and grow their financial futures by building long term relationships that are centred around their needs and goals.

 

Josh Nicoll

Wealth Management Consultant

Helping people make smart decisions with their money in particular when planning for retirement, leaving a legacy for loved ones and tax mitigation.

Steve Tilley

Wealth Management Consultant

Kate Gregory

Financial Adviser (Remote)

Sian Sharpe

Technical Consultant

Jill Bond

Personal Assistant to Hayley and Client Support Manager

Paula Perry

PA to Adam Rhodes

 

 

Jody Robinson

Client Support Specialist Team Leader

Clare Matthews

Financial Controller

Clare is responsible for all aspects of finance within the Practice including the management of budgets, invoicing, payroll and data analysis.

Amy Watson

Marketing & Events Coordinator

Amy recently attained a distinction in her CIM Level 3 Digital Marketing qualification and is committed to staying at the forefront of marketing strategies, ensuring that our clients receive tailored solutions and outstanding service.

Sharon Maingay

Paraplanner

Bilal Farooq

Trainee Paraplanner

Diane Walker

Client Support Specialist

Daniel Bingham

Client Support Specialist

Lawrence Cheung

Client Support Specialist

Charlie Clowes

Client Support Specialist

Linda Hudson

PA Assistant / Wealth Management Administrator

Lauren Wigley

Client Support Specialist

Ella Bennett

Client Support Specialist

Francesca Horobin

Client Support Specialist

Lucas Turner

Client Support

Oliver Brassington

Business Development Associate

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Our financial advisers, based in Derby can assist you with every avenue of financial planning. Get in touch to find out more.

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