Meet the Team

Please use the links below to learn more about the team.

Andrew Morgan

Non Advising Co Founder and Director

Louise Williamson

Operations Manager

Sam Travis

Financial Planner

Kath Brough

Technical Team

Chenxi Bao

Technical Team

Vicky Aston

Client Support Team, Compliance and Quality Assurance

Jasmine Rudden

Client Support Team

Lee Childs

Client Support Team