Chester-le-Street Office
Please use the links below to learn more about the team.
Anna Harrison
Financial Adviser
Sally Aspery
Financial Adviser
Thomas Peggs
Financial Adviser
Louise Joyce
Financial Adviser
Julie Snaith
PA to Managing Director
Nicky Wilkins
PSS Team Leader
Angela Hamill
Senior Paraplanner
Nicola Scragg
Accounts Co-Ordinator
Zoe Henderson
PA to Adviser
Sarah Hart
PA to Adviser
Karen Gibbs
Office Administrator
Grace Champlin
Trainee Paraplanner
Daniel Skinner
Office Administrator/Trainee Adviser
Alnwick Office
Please use the links below to learn more about the team.
Jonathan Lancashire
Senior Financial Adviser
David Thomas
Financial Adviser
Karen Morrison
PA to Adviser
Robson Dee
Office Administrator
Alex Threlfall
Office Administrator
Hexham Office
Please use the links below to learn more about the team.
Kaye Mullen
Senior Wealth Manager
James Morrison
Financial Adviser
Katy ODonnell
PA to Adviser
Megan Bradburn
PA to Adviser (Maternity Leave)
Newcastle Office
Please use the links below to learn more about the team.
Jason Smith
Financial Adviser
Mark Beverley
Business Development Consultant
Carlisle Office
Please use the links below to learn more about the team.
Chris Auld
Director and Senior Wealth Manager
Abigail O’Brien
Financial Adviser
Christine Calvert
PA to Adviser
Hilary Russell
Paraplanner
Ani Yielder
Office Administrator
