Meet the Team

Image of Andy Hounsell

Andy Hounsell

Managing Director
Image of Bethany Talks

Bethany Talks

Client Support
Image of Claudia Allen

Claudia Allen

Client Support Team Leader
Image of Fiona Davitt

Fiona Davitt

Client Support
Image of Jonathan Powell

Jonathan Powell

Financial Planner
Image of Josh Wrazen

Josh Wrazen

Trainee Financial Planner
Image of Liz Hounsell

Liz Hounsell

Charitable Trust Coordinator
Image of Maria Langford

Maria Langford

Financial Planner
Image of Penny Wilson

Penny Wilson

Client Support
Image of Phoenix O’Neill

Phoenix O’Neill

Client Support
Image of Simon Tuson

Simon Tuson

Financial Planner
Image of Sue Croucher

Sue Croucher

Operations Director