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, Certified Financial Planner & Certified to ISO 22222

 

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Alex Dyer

Alex Dyer

Research and Client Reporting

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Ben Smith

Ben Smith

Financial Adviser

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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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Jonathan Hill

Jonathan Hill

Certified Financial Planner and Chartered Wealth Manager

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Ryan Mason

Ryan Mason

Paraplanner

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