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Meet the team

Tom Shorland Dip PFSFinancial Planning Analyst

  • 0117 9303510
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61 Queens Charlotte Street,
Bristol,
BS1 4HQ
0117 9303510

Kat Mock FPFS, Certs CII (MP & ER)Chartered Financial Planning Analyst

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61 Queens Charlotte Street,
Bristol,
BS1 4HQ
0117 9303510

Jon Lugg Dip FASystems and Operations Analyst

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61 Queens Charlotte Street,
Bristol,
BS1 4HQ
0117 9303510

Emily EsfahaniAdministrator

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61 Queens Charlotte Street,
Bristol,
BS1 4HQ
0117 9303510

Martin Toms DipPFSClient Service Administrator

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61 Qumeens Charlotte Street,
Bristol,
BS1 4HQ
0117 9303510

Charlotte BlakeClient Service Administrator

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61 Qumeens Charlotte Street,
Bristol,
BS1 4HQ
0117 9303510