Our Team

Jamie Butler - Managing Director & Financial Planner
Michelle Headen - Managing Director & Financial Planner
Lee Ballard - Head of Sales/Mortgage & Protection adviser
Kevin Watkins - Financial Adviser
Salli Stubbings - Mortgage Administrator & Office Manager
Clare Swales - Wealth administrator & Office Manager Wetherby
Kelly Atherton - Operations Manager
Becky Griffiths - Wealth Administrator
Leanne Seddon - Protection Administrator