The Team
If you’d like more information or you’d like to speak to one of the team, please don’t hesitate to get in touch.
Chris Dunn
Director/Consultant
DipFA Cert CII (MP)
James Dunn
Managing Director Financial Planner
LL.B (Hons)
DipFA Cert CII (MP & ER)
Peter Cook
Business Manager
FPFS
Andrew Surtees
Financial Planner
DipFA Cert CII (MP)
Samantha Webzell
Financial Planner
BA (Hons) DipPFS CeMAP
Pippa Bown
Financial Planner
BSc (Hons) DipFA Cert RBCB
Marvin Owens
Financial Planner
DipFA
Katrina Hallam
Mortgage Adviser
Cert CII (MP)
Emma Snowden
Mortgage Adviser
CeMap
Diane Mason
Office manager
Karen Holland
Assistant Manager
Edward Massey
Paraplanner
LL.B (Hons) DipFA
Samuel Blackwell
Trainee Paraplanner
Suzanne Moloney
Trainee Paraplanner
Harry Mavromatis
Trainee Paraplanner
Simon Mason
Administration
Olivia Howe
Apprentice Administrator
Julie Walters
Cashier
Marie Fanshaw
Cashier
Kirsten Tackie
Cashier
We'd love to talk to you
To find out more about the independent financial advice and planning we can offer you, fill in the form here, or give us a call to arrange an appointment, either at our office in Mansfield, or at your home or office:
