Peter Fulcher DipPFS – Managing Director
Peter is a highly experienced Independent Financial Adviser who specialises in dealing predominantly with ‘High Net Worth’ clients and corporate financial planning.
Nigel Copperwheat – Operations Director
While no longer performing an advisory role, Nigel continues to act as the Company’s Operations Director.
Terry Martin-Young – Chartered FCSI DipPFS ACIB CeMAP CeRER – Financial Adviser & Compliance Officer
Terry is a consultant experienced in dealing with most advisory areas but with particular specialism in retirement planning. He joined us in 2012 after his own firm Granville Gower merged its operations with BPI. In his capacity as Compliance Officer Terry fulfils all our regulatory functions.
Mandy Veal CeMAP CeFAP – Paraplanner
Mandy joined us in October 2015 with 27 years experience in the banking industry. Mandy currently acts as a Paraplanner and Sales Support Officer and is currently working towards her Diploma for Financial Advisers (DipFA).
Jessica Elliott CertPFA- Customer Relationship Manager
Jessica joined us in August 2017. Having previous experience in the Financial Services Industry, she now oversees our clients’ Platform investments. Jessica is currently working towards achieving Level 3 Certificate in Mortgage Advice and Practice (CeMAP)
Gemma Gray CeFAP – Financial Services Administrator
Gemma joined us in spring 2016, with a background in administration. Having now achieved Level 3 in Administration and Financial Planning, Gemma is working towards the Certificate in Mortgage Advice and Practice.
Dakyna Richardson – Junior Financial Services Administrator
Dakyna joined us in Autumn 2017 as a Junior Financial Services Administrator, with a strong customer service background. Dakyna is new to our industry and is also currently working toward the Certificate in Paraplanning and Financial Administration.
Suzan acts as Company Secretary, and assists the Directors in areas such as book keeping and administration.