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Steve Kelland Chairman

Steve Kelland

Chairman

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Carole-Ann Rowley marketing director

Carole-Ann Rowley

Marketing/PR Director

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Wayne Neville General Manager

Wayne Neville

General Manager/Executive Consultant

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Lynne Sampson Financial Controller

Lynne Sampson

Financial Controller

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Louise Smith Administration Manager

Louise Smith

Office Manager

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Matt Hodges Financial Planner Chartered

Matt Hodges

Financial Planner Chartered ALIBF

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Sian James financial planner

Sian James

Financial Planner

Email Sian James

Andrew Jamieson Chartered Financial Planner

Andrew Jamieson

Chartered Financial Planner

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Mark King Executive Consultant

Mark King

Executive Consultant Dip PFS CCBI

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Nigel Murphy Executive Consultant

Nigel Murphy

Executive Consultant

Email Nigel Murphy

Louie Recine Executive Consultant

Louie Recine

Executive Consultant

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Thomas Roberts Financial Planner

Thomas Roberts

Financial Planner

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Owen Tucker Chartered Financial Planner

Owen Tucker

Chartered Financial Planner

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Mark Williams Executive Consultant

Mark Williams

Executive Consultant

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Cass Baxendale Corporate Services Manager

Cass Baxendale

Corporate Services Manager

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Oskar Chojaczyk passes another exam

Oskar Chojaczyk

Adviser Support Administrator

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Alex Dearsley Executive PA

Alex Dearsley

Executive PA

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Stacey Smart Corporate PA

Stacey Smart

Corporate PA

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Amanda Smith Adviser Support Administrator

Amanda Smith

Adviser Support Administrator

Email Amanda Smith

Susie Watkins Kellands Cheltenham

Susie Watkins

Executive PA

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News Feed

25/4/2025

M&S stops online orders and issues refunds after cyber attack

The firm has stopped taking orders on its website and apps, including for food and clothes.

News & Views

April 10, 2025

As the new tax year begins, it’s time to think about investing early in an ISA.

There are two compelling reasons why you should take out an ISA sooner rather than later - to get the potential for higher returns and to save tax.
Read more

More News