Our Team

Jamie Butler - Managing Director - Wealth & Financial Planner

Michelle Headen - Managing Director & Financial Planner

Lee Ballard - Head of Sales/Mortgage & Protection adviser

Salli Stubbings - Mortgage Administrator & Office Manager

Clare Swales - Wealth administrator & Office Manager Wetherby

Kelly Atherton - Operations Manager

Annette O'Donovan - Wealth Administrator

Leanne Seddon - Protection Administrator