Meet The Team
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Oscar Hjälmås
CEO/Chartered Financial Adviser
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Jo Hjälmås
Managing Director
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Keith Baggette
Chartered Financial Adviser
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Neil Surtees
Independent Financial Adviser
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Stuart Buchan
Chartered Financial Adviser
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Steve Foster
Independent Financial Adviser
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Luke Atkinson
Independent Financial Adviser
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Warren Kavanagh
Independent Financial Adviser
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Harry Shivas
Chartered Financial Planner
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Nick Kesley
Investment Consultant
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Lee Taylor
Head of Marketing
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Jess Fitzsimons
Marketing Coordinator
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Tanya Richardson
Executive Assistant
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Caitlin Frampton
Receptionist
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Sandra Toole
Compliance Manager
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Paul Brett
Head of Research and Planning
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Louise Perry
Senior Paraplanner
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Daniel Humphries
Paraplanner
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Philippa Campbell
Paraplanner
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Catrin Promitzer
Head of Client Services
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Laura Drake
Senior Client Relationship Manager
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Emma Clare
Client Relationship Manager
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Sophie Harrigan
Client Relationship Manager
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Victoria Coslett
Client Relationship Manager
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Chloe Blackmore
Client Relationship Manager
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Jamie Beeton
Client Relationship Manager
What our clients say
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