Financial Planning Administrator
Head of Operations
Director
Client Administrator
Client Administrator
Financial Adviser
Financial Adviser
Director
Principal
Financial Planning Administrator
Financial Adviser
Financial Adviser
Financial Adviser
Financial Adviser
Head of Operations
Director
Director
Client Administrator
CFO
CEO
COO
Director of Sales
Director of Marketing
HR Director
Head of Compliance
Client Administrator
CFP® Msc GDip QFA
Msc CFP®
Administration Manager
QFA
Head of Merger & Acquisitions
QFA, APA, SIA
QFA, SIA, FPRA, RPA
QFA, MIIPM
QFA
QFA
QFA
Mortgage manager
QFA
QFA RPA
QFA
QFA
QFA, CUA, CUG
QFA
QFA, RPA, SIA
QFA
BA, QFA, SIA, RPA
QFA
QFA, RPA
LIB, QFA, EFA
LIB, SIA, QFA, EFA
QFA
Head of Mortgages
QFA
QFA
Financial Adviser
Financial Adviser
Director