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Meet our
team

Our team are leaders in their field. No one else is better equipped to help you plan for financial independence.

Financial advisers

Amandeep Kaur Amandeep Kaur
Independent Financial Planner Independent Financial Planner
Glen Neagle Glen Neagle
Independent Financial Adviser Independent Financial Adviser
Sanjay Avtar Sanjay Avtar
Independent Financial Planner Independent Financial Planner
Alan Mumford Alan Mumford
Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser
Adrian Keeling Adrian Keeling
Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser
Gemma McKnight Gemma McKnight
Independent Financial Planner Independent Financial Planner
Liam Halford Liam Halford
Independent Financial Planner Independent Financial Planner
Paul Wykes Paul Wykes
Independent Financial Planner Independent Financial Planner
Cheryl Warner Cheryl Warner
Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser
Pavel Petkov Pavel Petkov
Independent Chartered Financial Planner Independent Chartered Financial Planner
Craig Bartley Craig Bartley
Independent Financial Planner Independent Financial Planner
James Bufford James Bufford
Independent Financial Planner Independent Financial Planner
Stuart Duke Stuart Duke
Independent Financial Planner Independent Financial Planner
Peter McBean Peter McBean
Independent Financial Planner and Mortgage Adviser Independent Financial Planner and Mortgage Adviser
Dave Etches Dave Etches
Independent Financial Planner Independent Financial Planner
Mohammed Imran Mohammed Imran
Independent Financial Planner Independent Financial Planner

Mortgage consultants

Fiona Milmer Fiona Milmer
Mortgage Adviser Mortgage Adviser
Barry Hiles Barry Hiles
Mortgage Adviser Mortgage Adviser
Graham Taylor Graham Taylor
Mortgage Adviser Mortgage Adviser

Leadership team

Chris Procter Chris Procter
Managing Director Managing Director
Doug Bonnar Doug Bonnar
Development Manager Development Manager
Peter Sinclair Peter Sinclair
Training and Competence Manager Training and Competence Manager
Kathy Theron Kathy Theron
Senior Manager Compliance Oversight Senior Manager Compliance Oversight
Niall Collier Niall Collier
Operations Manager Operations Manager

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Financial Ombudsman Service Exchange Tower London E14 9SR

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Website: www.financial-ombudsman.org.uk

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