Gary Naylor

Director

Tosh Naylor

Director & Chartered Financial Planner

John Arrowsmith

Director & Chartered Financial Planner

Rick Patmore

Financial Planner

Sophie Barrett

Office & HR Manager

Andrew Huckson

Paraplanner & Technical Analyst

Lynzey Fowles

Administration & Client Account Manager

Karen Rymer

Senior Client Account Executive

Ellie Hewitt

Trainee Paraplanner

Helen Rusiecki

Administration Executive

Jo Brown

Client Account Executive

Alan Goggin

Firm Ambassador

Stephen Biggs

Financial Planner

Georgina Kitteridge

Chartered Financial Planner

Richard Kerr

Compliance Consultant

Vicky Naylor

Website and Social Media

Harriette Chilver

Administration Executive

Gosia Razniak

Receptionist

Eleanor Ruffell

Client Account Executive

Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}