Meet The Team
Meet our qualified and experienced team members. If you want peace of mind in the knowledge that your investments are being managed by experienced people who get to know and understand you, please contact us. Initially, we will arrange a meeting and then prepare a proposal that illustrates how we aim to help you achieve your investment objectives.
Departments
Mark
Puleikis
Chartered FCSI
Chief Executive Officer
Peter
Heckingbottom
FCIB, FPFS
Managing Director
Jimmy
Crewe
Chartered FCSI
Investment Management Director
Robert Boron
Reconciliations Manager
Michelle
Bell
ATT CTA
Tax Manager
Nicola
Cooper
Cash Manager
Andrew
Deegan
Chartered FCSI
Associate Director
Graeme
Dickson
Chartered FCSI
Associate Director
Jeremy
Elder
Chartered FCSI
Associate Director
Giles
Fairburn
Chartered FCSI
Associate Director
Alex
Flower
Chartered FCSI
Deputy Head of Investment Management
Alex
Gavins
ATT, CTA
Tax Manager
Amy
Gibson
Chartered FCSI
Senior Investment Manager
Andy
Goldthorpe
Dip PFS
Senior Financial Planner, Associate Director
Martin
Gunby
Dip PFS