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Specialist Wealth Managers, offering independent Investment Management & Expert Witness Solutions for vulnerable and disabled individuals in England & Wales.

Industries

Consulting

Headquarters

Lancastrian Business Centre, United Kingdom

Employees

11-50

Links

Org chart

Richard Fraser

Chief Executive Officer

Richard Fraser

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Elaine Cullen-Grant

Chief Financial Officer

Mark Holt

Managaing Director

Lucy Bullough

Director of Investment Solutions

Iain Cherry

Group Director of Business Development

Zoe Tandy

Client Experience Manager

Carly Hough

Client Relationship Team Manager

Lee Palmer

Financial Services Manager

Jim Kimber

Financial Services Team Manager

Alec Chan

Personal Injury Trusts Manager

Lauren Walsh

Welfare Benefits Manager

Stephanie Webster

Head Of Group Marketing

Peter Taylor

Chief Technology Officer (freeman Clarke)

Tracey Atkinson

Director Of HR

Paul Scrutton

Head Of Business Development

Alice Mitchell

Executive Assistant

Reiss Johnson

Business Professional

Teams

Client Services Team

9 members

Finance Team

7 members

Operations and HR

4 members

Business Development Team

4 members

Account Management

3 members

Marketing Team

3 members

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