Meet the team

The quality of the advice we deliver is dependent on the knowledge and skills of our staff. Get to know more about our talented team.

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Mark Denley

Chairman
Chartered Financial Planner
Investment Manager
Professional Trustee

Simon Rees

Managing Director
Chartered Financial Planner
Compliance Officer

Siobhan Cordery

Director
Chartered Financial Planner

Lee Armstrong

Director
Operations and HR

Tom Sparke

Director - GDIM
Investment Manager

Michael Bretherick

Associate Director
Chartered Financial Planner

Julie Mallett

Associate Director
Chartered Financial Planner

Megan Entecott

Associate Director
Chartered Marketer
Marketing, Systems & Projects

Sean Pledger

Financial Planner

David Foster

Financial Planner

Mike Waters

Paraplanner

Connie Ruck

Paraplanner

Matt Ellis

Paraplanner

Hamish Denley

Client Review & Technical Support

Nigel Gammon

Group Business & SSAS Technical Manager

Sharon Jackson

Head of Client Administration

Claire Carter

Client Support

Kelly Holmes

Client Support

Dan Piper

Client Support

Emily Morris

Client Administration Manager

Sally Keys

Client Review Manager

Kelly Snyman

Client Review Coordinator

Laura Hale

Client Review Coordinator

Natasha Newton

Client Review Manager

Mark Abrahams

Investment Analyst

Jackie Abrey

HR, Facilities & Events Coordinator

Carley Mack

Training & Competency Coordinator

Elise Francis

Marketing assistant apprentice

Meet the team

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Mark Denley

Simon Rees

Siobhan Cordery

Lee Armstrong

Tom Sparke

Michael Bretherick

Julie Mallett

Megan Entecott

Sean Pledger

David Foster

Mike Waters

Connie Ruck

Matt Ellis

Hamish Denley

Nigel Gammon

Sharon Jackson

Claire Carter

Kelly Holmes

Dan Piper

Emily Morris

Sally Keys

Kelly Snyman

Laura Hale

Natasha Newton

Mark Abrahams

Jackie Abrey

Carley Mack

Elise Francis

Cambridge

Bury St Edmunds

Chelmsford