Meet the Team
Please use the links below to learn more about the team.
Dan Paton
Director
Ben Dyas
Director
Mike Round
Adviser
Samuel Morris
Adviser
Emma Dyas
Operations Manager
Michelle Francis
Private Client Manager
Dev Sond
Paraplanning Lead
Caitlin Bleakley
Trainee Paraplanner
Beth Paton
Executive Assistant
Coralie Coppock
Client Services Administrator
