Meet the Team

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

Paul Naisbitt

Principal Director (Wealth Management Consultant)
Full profile

Richard Holmes

Non-Advising Principal Director

Mark Jordan

Wealth Management Consultant

Roy Stocks

Wealth Management Consultant

Jonathan Gibson

Operations Manager

Alice McLuckie

Practice Manager

Kiran Mistry

Senior Paraplanner

Jenny Hargrave

Senior Paraplanner to Paul Naisbitt

Helen Tebbutt

Senior Consultant Support

Hannah Whiteman

Senior Consultant Support

Ethan Conboy

Consultant Support to Paul Naisbitt

William Hudson

Consultant Support