Our Team

Simon Torry FPFS

Chartered Financial Planner

Michelle Tate Cert CII (MP)

Office Manager

Ellis Shepherd Ba Cert CII (MP)

Senior Mortgage and Protection Adviser

Zoe Tate Cert CII (MP)

Senior Mortgage and Protection Adviser

Lauren Huntley Cert CII (MP)

Mortgage and Protection Adviser

Josh McIlroy Cert CII (MP)

Trainee Mortgage and Protection Adviser

Bobby Stewart

Trainee Mortgage and Protection Adviser

Amy Stainer

Trainee Mortgage and Protection Adviser

Maisie Torry Ba Hons

Senior Customer Service Adviser

Heather Jefferies

Wealth Management Executive

Megan Thirkettle

Customer Service Adviser

Stephanie Healey

Trainee Customer Service Adviser

Caroline Howe

Customer Service Adviser

Gracie Sivell

Trainee Customer Service Adviser

Jessie