Our Team

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Financial Advisor Team

James Parr

Director / Advisor

Ella Cooper

Personal Assistant

Sharon Lamb

Director / Advisor

Harry Hooper-Thompson

Assistant to the Director

Matthew Lamb

Director / Paraplanner

Glenn Dyer

Financial Advisor

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Mortgage Advisors

Melanie Williams

Mortgage Advisor

Conall Smyth

Mortgage Advisor

Jacob O’Gorman

Mortgage Administrator

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Administration Team

Alison Parr

Office Manager

Carolyn Fuller

Customer Relations Manager

Susan Birch

Workplace Pensions Coordinator

Stacey Mclaughlin

Customer Relations Coordinator