Experience and expertise

Combining technical knowledge with our financial planning background

Our people share one goal — to meet your needs with imagination, skill and attention to detail. We can trace our history back to 1959, which gives us extensive experience and market knowledge. As a specialist firm with a dynamic working culture, we offer the reassurance that comes from our stability and independence.

Leadership

Alex Gibson-Watt

Managing Director

Paula Steele

Director

Ken Maxwell

Director

Advisory

Dan Garcia

Director

Holly Hill

Associate Director

Jonathan Morris

Managing Associate

Jacob Fay

Associate

Luella Tritton

Trainee Life Insurance Broker

Darren Lee

Head Of Underwriting And Claims

Michelle Fenton

Adviser Support

Operations and Marketing

Lynn McGrane

Head Of Operations

Laurence Wilson

Operations Support

Slavica Smith

Marketing Manager

Chairman and Non-Executive Directors

David Pollock

Chairman

Nicholas George

Non-Executive Director