Our Team

Jamie Butler - Managing Director - Wealth & Financial Planner
Michelle Headen - Managing Director & Financial Planner
Lee Ballard - Head of Sales & Protection adviser
Thomas Nicholls - Specialist Protection Adviser
Clare Swales - Client Servicing Manager
Alison Swift - Financial Planner & Analyst
Salli Stubbings - Protection Case Manager & Office Manager Manchester
Annette O'Donovan - Wealth Operations Administrator
Sharelle Taylor - Mortgage Processor
Ash Higson - Mortgage & Protection Case Manager