acorns

Meet the team

A relationship you can trust.

Relationships are at the heart of everything we do. We take our time to get to know you, so the guidance we give is the most appropriate for you and your unique circumstances.

Our experienced advisers have years of professional knowledge but above all, they care about what they do for you, your family and your legacy.

Filter by role

Darren Wakefield

Darren Wakefield

Director & Independent Financial Adviser

Robin Bates

Robin Bates

Director & Chartered Financial Planner

Bridget Queiros

Bridget Queiros

Director

David Burrell

David Burrell

Operational Support

Janet Green

Janet Green

Independent Financial Adviser

Caroline Brearley

Caroline Brearley

Corporate Benefits Adviser and Will Writer

Natasha Sedge

Natasha Sedge

Independent Financial Adviser, Head of Paraplanning & Research

Tracey Meneely

Paraplanner

Clare Johnson Smith

Clare Johnson-Smith

Paraplanning & Research Support

Nicky Field

Nicky Field

Corporate Pensions Manager

Kate Boothby

Kate Boothby

Corporate Pensions Administrator

Emily Menegis

Emily Menegis

Corporate Pensions Administrator

Jenny Hall

Jenny Hall

Administration Team Leader

Debbie Ledger

Debbie Ledger

Administrator

Machaela-Smith

Machaela Smith

Administrator

Renae Lamacchia

Administrator

Elizabeth Smith-Hughes

Elizabeth Smith-Hughes

Administrator

Karen Howard

Karen Howard

Administrator

Laura Macasaddu

Laura Macasaddu

Administrator

Take control of your family’s financial future