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Get to know our team

Our Financial Planners

Lisa Baker

Independent Financial Planner

Geoff Croden

Chartered Financial Planner

Pembury – Tunbridge Wells

Eva Ellis

Financial Planner

Steven Godfrey

Independent Financial Planner

Kevin Harms

Chartered Financial Planner

Pete Herdman

Chartered Financial Planner

Kevin Horry

Independent Financial Planner

Tom Huntington

Chartered Financial Planner

Eloise Jenner

Head of Financial Planning - South East

Mark Knight

Chartered Financial Planner

Clair Lythe

Chartered Financial Planner

Mark Lloyd

Independent Financial Adviser

Neil Mercier

Independent Financial Planner

Jonathan Ollerenshaw

Chartered Financial Planner

Pembury – Tunbridge Wells

Robbie Pierce

Independent Financial Planner

Jim Rixon

Independent Financial Planner

Jack Skerritt

Independent Financial Planner

Jack Walmsley

Chartered Financial Planner

Jeremy Watson

Independent Financial Planner

Conrad Whittingham

Chartered Financial Planner

Lamberhurst Quarter

Stuart Williams

Head of Wealth Builder

Thomas Wratten

Chartered Financial Planner