Senior Management Chris Reah Managing Director Exeter James Phillips Head of Financial Planning Poole Charlotte Taylor-St Ruth Head of Client Experience Exeter Nikki Mitchell Head of Operations Exeter Richard Bambrough Head of Compliance Exeter Financial Planning Mike Furniss Senior Chartered Financial Planner Exeter Lyndon Massey Senior Chartered Financial Planner Exeter Phill Johns Senior Financial Planner Exeter Matt Swan Financial Planner Exeter Olya Edwards Financial Planner Exeter Matt Garnett Senior Chartered Financial Planner Plymouth Ruby Craven Financial Planner Plymouth Aimee Raymond Senior Financial Planner Poole Daniel Marchant Chartered Financial Planner Poole Fiona Morrison Chartered Financial Planner Salisbury Carl Tremlin Senior Chartered Financial Planner Taunton Ian Townsend Senior Chartered Financial Planner Taunton Kevin Stoyle Chartered Financial Planner Torquay Jenny Pedley Financial Planner Torquay Andrew Kirk Senior Chartered Financial Planner Truro Michelle Willcock Senior Chartered Financial Planner Truro Rosalyn Shallcroft Chartered Financial Planner Truro Chris Revill Financial Planner Truro Kate Stephen Chartered Financial Planner Truro
