Meet The Team
Meet our qualified and experienced team members. If you want peace of mind in the knowledge that your investments are being managed by experienced people who get to know and understand you, please contact us. Initially, we will arrange a meeting and then prepare a proposal that illustrates how we aim to help you achieve your investment objectives.
Departments
Mark
Puleikis
Chartered FCSI
Joint Chief Executive Officer
Peter
Heckingbottom
FCIB, FPFS
Managing Director
Jimmy
Crewe
Chartered FCSI
Investment Management Director
Nicola
Pullan
Operations Manager
Matt
Beddall
Chartered FCSI
Regional Managing Partner
Michelle
Bell
ATT CTA
Tax Manager
Kane
Brown
Trainee Investment Advisor
Isabelle
Clough
Head of Business Development
Andrew
Deegan
Chartered FCSI
Associate Director
Graeme
Dickson
Chartered FCSI
Associate Director
Jeremy
Elder
Chartered FCSI
Associate Director
Giles
Fairburn
Chartered FCSI
Associate Director
Alex
Flower
Chartered FCSI
Head of Investment Management
Martin
Fountain
Business Development Manager
Alex
Gavins
ATT, CTA