Meet the Client Support Team
Our support team are here to ensure your requests are processed as quickly and efficiently as possible, enabling your adviser to be able to spend more time with you. This highly experienced team ensures a high level of client service is maintained throughout, putting you at the heart of everything we do.
Emily da Costa
Head of Client Servicing
Anna Sheppard
Head of New Business
Natalie Smith
Client Support
Phil O'Connor
Paraplanner, DipPFS
Caroline Chivers
Partner Support Specialist
Mason Walton
Senior Support Specialist
Katy Cannings
Client Servicing Administrator
Sandra Smith
Partner Support Specialist
Tash Elsley
Trainee Paraplanner
Leanda Bargent
Senior Office Administrator
Kathryn Osmand
Client Servicing Administrator
Alison Ward
Paraplanner
Karolina Adamowicz
Senior Support Administrator
Nigel Bennett
Mortgage Administrator
Sophie Ranscombe
Client Servicing Administrator
Vicky Jacobs
Partner Support Specialist
Jack Lynch
Technical Administrator
