Financial Planning Team
With a combined industry experience of over 150 years, our Financial Planning Team are professionally qualified to provide fully independent financial planning advice to individuals, businesses, charities and Trusts.
Phil Smithyes
Managing Director
0118 959 7222
Thames Valley
Find out more about Phil
Miles Clarke
Financial Planning Director
0118 959 7222
Thames Valley
Find out more about Miles
Richard Dean
Financial Planning Director
01242 246621
Cheltenham
Find out more about Richard
Aron Gunningham
Financial Planner
0118 959 7222
Thames Valley
Find out more about Aron
Julian Hanrahan
Financial Planning Director
01622 767675
Kent
Find out more about Julian
Chris Maguire
Financial Planner
0118 959 7222
Thames Valley
Find out more about Chris
John Spencer
Senior Financial Planner
0121 543 1900
Midlands
Find out more about John
Dharmesh Upadhyaya
Senior Financial Planner
020 7842 7100
London
Find out more about Dharmesh
Nasiba Vaiya
Financial Planner
020 7842 7100
London
Find out more about Nasiba
