Meet the Team

Please use the links below to learn more about the team.

Andrew Teasdale

Managing Director, Chartered Financial Planner & Fellow of the Personal Finance Society - BSc FPFS PFE(PIP) ®
Full profile

David Teasdale

Director and Financial Planner - DipPFS
Full profile

Rosemarie Teasdale

Director and Head of Morale

Sam Bentley

Senior Financial Planner - MSc BA Hons DipFA
Full profile

Claire Teasdale

HR Lead & Paraplanner - BA (Hons) DipPFS

Amanda Dennison

Paraplanning Lead - BA (Hons) DipPFS

Ellie McCormick

Paraplanning Support Specialist - BA (Hons)

Pat Boguszewska

Client Services Executive

Danielle Thornby

Client Services Executive

Lewis Tate

Financial Services Apprentice