Our Team

Simon Torry FPFS

CEO & Chartered Financial Planner

Heather Jefferies

Wealth Management Executive

Michelle Tate Cert CII (MP)

Office Manager

Joshua McIlroy CeMAP

Sales Director

Senior Mortgage & Protection Adviser

Amy Stainer Cert CII (MP)

Senior Mortgage & Protection Adviser

Jack Avery Cert CII (MP)

Operations & Marketing Director

Senior Mortgage & Protection Adviser

Toni Letchfield

Mortgage Administrator

Maisie Torry BA Hons Cert CII(MP)

Existing Client Manager

Nancy Appleby

Mortgage Administrator

Amy Hoskins

Mortgage Administrator

Tommy Allen

Sales Support Assistant

Yvette Green

Protection Adviser

Jessie