Meet The Team
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The people who make it happen.
Team players who go the 'extra mile'. Experts in their field.
Jason Schofield
Chairman
Peter Drinnan
Managing Director
James Schofield
Director
Liam Healy
Director
Daniel Clark
Advice & Operations
Emma Indergaard
Financial Planner
James Melia
Chartered Financial Planner
Paula Kilroy
Head of Client Management
Andrew Klamerus
Head of Financial Analysts
Adrian Cotea
Financial Planner
David Taylor
Chartered Financial Analyst
Jack Haire
Financial Planner
Megan Thomas
Client Manager
Irene Turner
Receptionist
Are you hard working, dedicated and keen to make a difference?
Join our
team.
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