Chairman | ||||
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Andrew Lewis FCA Chairman |
Newport | ||
Directors | ||||
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Richard Hill Dip PFS Managing Director |
Newport | ||
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William Carroll FCA Finance Director |
Newport | ||
Advisers | ||||
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Gareth Evans Dip PFS Sales Manager |
Newport | ||
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Dean Bowen Chartered Financial Planner |
Cardiff | ||
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David Harvey Dip PFS Senior Financial Planner |
Newport | ||
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Ellen Gilbert Dip PFS Financial Planner/Financial Researcher |
Newport | ||
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Tina Kingsbury Cert PFS Financial Planner |
Newport | ||
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Luke Fernquest Financial Planner |
Newport | ||
Support | ||||
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Amanda Phillips Cert CII (MP) Personal Assistant to the Managing Director |
Newport | ||
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Xyleese Burford Cert CII (MP) Office Manager |
Newport | ||
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Alison Wudarski Cert PFS Client Services and Compliance Manager |
Newport | ||
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Nicky Evans Client Services |
Newport | ||
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Florentina Shine Client Services |
Newport | ||
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Marcello Anderson Client Services |
Newport | ||
Protection Advisers | ||||
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Kristy Maloney Dip PFS |
Newport | ||
|
Sarah Lewis Cert CII (MP) |
Newport | |||
|
Jacky Grenfell CeMap |
Swansea | |||
|
Kelly Harris Cert II (MP) |
Newport | |||
|
Leon Jenkins Cert II (MP) |
Newport | |||
