Research and Client Reporting

Alex is a Maths graduate from Exeter University. He is responsible for developing our reporting and software systems and oversees the Client Reporting process.

Robin Keyte

Robin Keyte

Chartered Financial Planner, CFPTM & Certified to ISO 22222

 

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Alex Dyer

Alex Dyer

Research and Client Reporting

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Andrew Haste

Andrew Haste

Financial Adviser

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Ben Smith

Ben Smith

Chartered Financial Planner & CFPTM

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Duncan Shaw

Duncan Shaun

Chartered Financial Planner

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Jacqueline Hampton

Jacqui Hampton

Client Support

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Ryan Mason

Ryan Mason

Financial Adviser

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Emily Jones

Emily Jones

Paraplanner

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Gary James

Gary James

Client Reporting

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