Meet The Team
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Jacob Brady
Operations Director

Jack Riley
Client Engagement & Business Support Specialist

Hannah Clegg
Senior Client Manager & Department Training Coordinator

Richard Highton
Head of Mortgage Compliance & Department Training Coordinator

Matt Edge
Client Manager

Tanya Berggren
Senior Client Manager

James Casey
Protection Adviser & Estate Planner

Tom Porter
Protection Client Manager

Olivia Deeny
Protection & Compliance Manager

Felix Lawrenson
Marketing Manager

Molly Connor
Applications & Compliance Manager

Siobhan Jackson
Client Manager

Dylan Crofts
Protection Client Manager


