Financial Planning Team
With a combined industry experience of over 150 years, our Financial Planning Team are professionally qualified to provide fully independent financial planning advice to individuals, businesses, charities and Trusts.
Phil Smithyes
Managing Director
0118 959 7222
Thames Valley
Find out more about Phil
Miles Clarke
Financial Planning Director
0118 959 7222
Thames Valley
Find out more about Miles
Richard Dean
Financial Planning Director
01242 234421
Cheltenham
Find out more about Richard
Aron Gunningham
Financial Planning Consultant
0118 959 7222
Thames Valley
Find out more about Aron
Julian Hanrahan
Financial Planning Director
01622 767675
Kent
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Chris Maguire
Financial Planning Consultant
0118 959 7222
Thames Valley
Find out more about Chris
John Spencer
Senior Financial Planning Consultant
0121 543 1900
Midlands
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Dharmesh Upadhyaya
Senior Financial Planning Consultant
020 7842 7100
London
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Nasiba Vaiya
Senior Financial Planning Consultant
020 7842 7100
London
Find out more about Nasiba
Laura Clark
Financial Planning Consultant
0161 214 7615
Manchester
Find out more about Laura
Alex Grimes
Financial Planning Consultant
0207 842 7100
London
Find out more about Alex
