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MEET THE TEAM

Our offices are located in Torquay, Exeter & Holsworthy. Across the group we employ over 90 members of staff; you will find them to be friendly, helpful and most importantly knowledgeable. 

To find out more about our team, including contact details please select the relevant department.


Michele Parker

Michele Parker

Managing Director, Financial Services
Carly Tombs

Carly Tombs

Independent Financial Adviser
Ian O'Dowd

Ian O'Dowd

Independent Financial Adviser
Rob Rees

Rob Rees

Independent Financial Adviser
Simon Langler

Simon Langler

Independent Financial Adviser
Paul Sage

Paul Sage

Independent Financial Adviser
Katrin Bentham

Katrin Bentham

Office Manager
Sue Hooton

Sue Hooton

Financial Services Administrator
Kate Munn

Kate Munn

Financial Services Administrator
Fran Treen

Fran Treen

Financial Services Administrator
Andy Sweet

Andy Sweet

Technical Adviser / Paraplanner

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