Our Team

Jamie Butler - CEO - 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

Specialist Protection Adviser & Associate Financial Adviser