Our

Team

Tom Wandless

Chief Executive Officer

Karen Dickinson

Operations Manager

Liz Bloomfield

Independent Financial Adviser

Henry Clayton

Independent Financial Adviser

Dexter Cockle

Head of Financial Planning /
Chartered Financial Planner

Tracy Wood

Independent Financial Adviser

James Edge

Independent Financial Adviser

Marc Bohanna

Paraplanner

Nicola Dunstan

Executive Assistant

Carri Irving

Paraplanner Support

Anne Edwards

Financial Services Administrator

Jade Swain

Paraplanner Support

Katy Green

Financial Services Administrator

Audrey Mynhardt

Financial Services Administrator

Irene Channon

Administrator & Marketing Coordinator