Our Team

Jamie Butler - Managing Director - Wealth & Financial Planner

Michelle Headen - Managing Director & Financial Planner

Lee Ballard - Head of Sales & Protection adviser

Clare Swales - Wealth administrator & Office Manager Wetherby

Alison Swift - Financial Planner & Analyst

Salli Stubbings - Protection Case Manager & Office Manager Manchester

Annette O'Donovan - Wealth Administrator

Sharelle Taylor - Mortgage Processor

Ash Higson - Mortgage & Protection Case Manager