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David Allen

Partner

Alison Welton

Managing Partner

David Arnold

IT Director

Steve Balmer

Managing Director and Independent Financial Adviser

Neil Edmondson

Director and Independent Financial Adviser

Gary Martin

IT Director

Lucy Metcalf

Partner

Julie Osborn

Partner

Michael Peile

Partner

Jake Balfour

IT Technician

Troy Barbour

Accounts Apprentice

Hannah Barnes

Administration Assistant

Alice Beattie

Accounts Senior

Lauryn Beattie

Wills and Estate Specialist

Martin Bell

IT Technician

Vicki Benson

Payroll Supervisor

Judith Blake

Payroll Assistant

Stephanie Boateng

Payroll Assistant

David Bowness

Accounts Senior

David Brookes

Corporate and Audit Manager

Kayleigh Bryan

Accounts Assistant

Stacey Capes

Tax Assistant

Lesley Cash

Tax Consultant

Ruth Charters

Corporate Manager

Pamela Conner

Accounts Senior

Rob Currie

Business Services Specialist

Samantha Davison

Debt Recovery Specialist

Trudi Dickinson

Wills and Estate Specialist

Sheryl Dobson

Training and Development Manager

Carole Donaldson

HR Administrator

Sarah Elsy

Trust and Estate Specialist

Jemima Elgey

Marketing Executive

Amy Farish

Accounts Senior

Michael Ferguson

IT Technician

Connor Fish

IT Consultant

Dominique Fletcher

Accounts assistant

Peter Gaskell

IT Technician

Rob Gaskell

Accounts Assistant

Neil Gilchrist

IT Consultant

Thomas Goode

IT Technician

Katie Graham

Agribusiness Manager

Sarah Graves

Corporate and Audit Specialist

Christine Gowling

Admin Assistant

Tracey Harman

Debt Recovery Specialist

Lynsey Henderson

Accounts Assistant

Hannah Heslop

Independent Financial Adviser

Kelly Hillier

Mortgage and Protection Adviser

Holly Housby

Marketing & Business Development Manager

Jodie Ingleby

Paraplanner

Melanie Ireland

Tax Senior

Joe Jobson

IT Technician

Amy Johnston

Business Services Manager

Leanne Harkness

Penrith Accounts Manager

Stephanie Lamb

Credit Control Assistant

Luke Little

Service Desk Manager

David Malin

Independent Financial Adviser

Chris Martin

Accounts Senior

Andy Mapp

IT Consultant

Paul Mason

Independent Financial Adviser

Michael McCaul

Accounts Senior

Kyle McHattie

IT Technician

Lois McLatchie

Accounts Assistant

Faye McLaughlin

Accounts Admin Assistant

Wendy McNeil

Payroll Assistant

Emma Middleton

Workington Accounts Manager

Bryce Moore

Trainee IT Technician

Linda Moore

Admin Supervisor

Cara Miller

Financial Planning Assistant

Gary Morrison

Paraplanner

Amy Muirhead

Manager, Dumfries

Ellen Muncaster

Tax Assistant

Stephen Murphy

Accounts Senior

Rachel Park

Financial Planning Assistant

John Pinske

Accounts Manager

Beckie Reay

Payroll Assistant

Hannah Reay

Accounts Senior

Lucy Reay

Team Leader and Paraplanner

Hannah Rhodes

Tax Admin Assistant

Ashleigh Riding

Agriculture Administration Assistant

Lyndsey Riley

Wills & Probate Administrator

Lindsey Robinson

Marketing Executive

Lucy Rothery

Agricultural Accounts Apprentice

Rebecca Rowe

Payroll Assistant

Daniel Russell

IT Consultant

Rachel Seal

Debt Recovery Manager

Joanna Seminara

Debt Recovery Specialist

Colin Simons

IT Business Manager

Audrie Smith

Corporate and Audit Specialist

Emily Smith

Paraplanner

Hannah Smith

Business Tax Specialist

Christine Telfer

Business Services Specialist

Oliver Thomlinson

Accounts Senior

Bryony Thomson

Accounts Admin Assistant

Louise Thomson

Tax Manager

Melanie Thomson

Corporate Specialist

Jeanne Thorne

Software Support Specialist

Leanne Tickle

Tax Senior

Liam Tomlinson

Accounts Assistant

Andrew Towers

IT Technician

Sara Turner

Payroll Manager

Laura Watson

VAT/Payroll Assistant

Ashleigh Williams

Financial Services Business Development Manager

Jaimi Wilson

Accounts Senior

Donna Wilson

Mortgage and Protection Adviser

Rebecca Wilson

IT Consultant

Sophie Wilson

Agricultural Administration Assistant

Magda Witkowska

Tax Assistant

Julie Wray-McCann

Management Accountant

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