OUR TEAM Meet our friendly and knowledgeable team.We’re a diverse bunch of personalities but we have one thing in common – a passion for excellent client service. David Braithwaite Managing Director & Principal Financial Adviser Karen Gorbutt Financial Adviser Craig Brady Financial Adviser Mark Burroughs Financial Adviser JENnIFER BROCKMAN Financial Adviser Elian Lawrence Financial Adviser Nicky Kirton Mortgage & Protection Adviser Kelly Dinelli Operations Manager Patricia Harris Senior Paraplanner Lauren Fowler Client Services Manager PHOEBE MILLS Technical Administrator Niamh Wilmshurst Client Services Administrator Cherise Phillips Client Services Mortgage Administrator Chloe Little Client Services Administrator Richard Harris Chief Operating Officer Simon Cockfield Marketing Manager Richard Fisher Data Analyst