Advisory Team

Established in 1999, our growth has been driven by a group of passionate people who share the core value of ‘service’ or, helping others.


David Andrew

Managing Director
David Andrew

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Michael Matthews

Executive Director
Michael Matthews

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Chris King

Executive Director
Chris King

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Serena West

Principal of Risk Insurance
2017 Serena West

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James McLeod

Associate Director
2017 James McLeod

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Steven Boyce

Private Client Adviser

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Michael Hayward

Private Client Adviser
Michael Hayward

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Rakesh Shah

Private Client Adviser
2017 Rakesh Shah

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John Ryan

Private Client Adviser
John Ryan

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Kathryn Creasy

Private Client Adviser
Kathryn Creasy

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Damon Sugden

Private Client Adviser
2017 Damon Sugden

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Luke Towers

Client Adviser
Luke Towers

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