Meet the team

We’re proud to provide industry-leading support to our clients through our friendly, super-talented team. 

You’ll find that in addition being terrific people, all our staff are encouraged to continue learning alongside their role, with study time off provided to those who need it. We want our employees to enjoy what they do, and their new skills help us better support our clients, too. Win-win.

Advisers

Mike Marigold

Mike Marigold

CEO

Tim Collyer

Tim Collyer

Senior Financial Adviser

Mike Duddridge

Mike Duddridge

Financial Planning Consultant

James Whittington

James Whittington

Chartered Financial Planner

Paraplanners

Kathryn Quadling

Kathryn Quadling

Technical Paraplanner Manager

Dan Teare

Dan Teare

Technical Paraplanner

Sarah Evans

Sarah Evans

Technical Paraplanner

Robert Mitchell

Robert Mitchell

Technical Paraplanner

Rebecca Findlay

Rebecca Findlay

Lead Technical Paraplanner

Client Services

Claire Latham

Claire Latham

Client Services Manager

Diane Swaine

Diane Swaine

Senior Client Services Support

Jack Knight

Jack Knight

Client Services Support

Sarah Negro

Sarah Negro

Personal Assistant, Receptionist and Events Co-ordinator

Kelly Ringham

Kelly Ringham

Client Services Support

Benjamin Ball

Benjamin Ball

Client Services Support

Finance

Kelly Tookey

Kelly Tookey

Financial Controller

Rhona Dyer

Rhona Dyer

Finance and Marketing Assistant

Rachel May

Rachel May

Commission Administrator

Marketing

Will Carrodus

Will Carrodus

Marketing Manager

Alice Marigold

Alice Marigold

Marketing & Development Executive

Rhona Dyer

Rhona Dyer

Finance and Marketing Assistant

Anthea Ballinger

Anthea Ballinger

Marketing Events Coordinator