Telephone

Harrogate - 01423 534 100

Meet The Team

Departments:
  • Ashley Alger

    Ashley Alger

    Chairman

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  • Richard Whiteley

    Richard Whiteley

    Chartered FCSI - Chief Executive Officer

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  • Andrew Tod

    Andrew Tod

    Chartered MCSI, ACMA - Executive Director Finance and Operations

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  • Mark Puleikis

    Mark Puleikis

    Chartered FCSI - Chief Investment Officer

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  • Peter Heckingbottom

    Peter Heckingbottom

    FCIB, FPFS - Executive Director Wealth Management. Managing Director, Cardale Financial Planning Ltd.

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  • Neil Brayshaw

    Neil Brayshaw

    Chartered FCSI - Associate Director

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  • Jimmy Crewe

    Jimmy Crewe

    Chartered FCSI - Head of Investment Management

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  • Andrew Deegan

    Andrew Deegan

    MCSI - Research Analyst

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  • Jeremy Elder

    Jeremy Elder

    Chartered FCSI - Associate Director

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  • Giles Fairburn

    Giles Fairburn

    Chartered FCSI - Associate Director

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  • Alex Flower

    Alex Flower

    Chartered FCSI - Senior Investment Manager

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  • Martin Fountain

    Martin Fountain

    Dealer

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  • Alex Gibson

    Alex Gibson

    ATT, CTA - Tax Manager

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  • Amy Gibson

    Amy Gibson

    ACSI - Trainee Investment Adviser

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  • Andy Goldthorpe

    Andy Goldthorpe

    Dip PFS – Senior Financial Planner

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  • Martin Gunby

    Martin Gunby

    Dip PFS - Deputy Managing Director, Cardale Financial Planning

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  • Sue Halliday

    Sue Halliday

    FCA TEP Chartered FCSI - Associate Director

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  • Harry Henderson

    Harry Henderson

    Chartered MCSI - Investment Manager

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  • Rachael Hornby

    Rachael Hornby

    Chartered MCSI - Compliance Officer

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  • Amanda Lyons

    Amanda Lyons

    Chartered FCSI - Associate Director

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  • Jane MacAlister

    Jane MacAlister

    Private Client Executive

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  • Gary Marshall

    Gary Marshall

    Chartered FCSI - Associate Director

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  • Bryony Matthews

    Bryony Matthews

    ACA - Senior Finance and Operations Manager

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  • Hamish McKenzie

    Hamish McKenzie

    Chartered MCSI - Senior Investment Manger

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  • Steven Moss-Blundell

    Steven Moss-Blundell

    FPFS - Chartered Financial Planner

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  • John Osbaldeston

    John Osbaldeston

    Senior Tax Manager

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  • Sue Papworth

    Sue Papworth

    MCSI, ACIB - Investment Manager

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  • Elliot Read

    Elliot Read

    Chartered MCSI - Investment Manger

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  • Sally Rollinson

    Sally Rollinson

    FPFS - Chartered Financial Planner

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  • Lisa Sturges

    Lisa Sturges

    MCSI – Investment Manager

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  • Emma Varley

    Emma Varley

    Chartered FCSI – Associate Director

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  • Courtney Westcarr

    Courtney Westcarr

    MCSI - Investment Adviser

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  • Ian Wood

    Ian Wood

    Chartered FCSI - Head of Research

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