Meet the Practice Support Staff

Please use the links below to learn more about the Practice Support Staff

Jonathan Storey

Director of Operations

Sophie Storey-Peel

Head of People and Culture

Rachel Wallis

Head of Estates & Executive Operations

Sajmira Cairns

Head of Advice Quality

Alice Lindley

Client Servicing Manager

Katie Le Roux

New Business Manager

Chris Whitworth

Senior Business Operations Coordinator

Teasha Smith

Senior Client Support Executive

Emma Cahill

Client Support Executive

Harlan Bunney

Client Support Executive

Lucie Greenhalgh

Client Support Executive

Mollie Hill

Client Support Executive

Tracey Bruell

Client Support Executive

Rebecca Tedds

Client Support Executive

Alice Smith

Client Servicing Executive

Molly O’Leary

Client Servicing Executive

Michaela Umney

Client Servicing Executive

Nicola Mooney

Client Servicing Executive

Jessica Lattin

Client Servicing Executive

Safeerah Yasin

Client Servicing Executive

Penny Midgley

Paraplanner

Victoria Pacey

Paraplanner

Diane Daly

Paraplanner

Alex Philippidis

Business Operations Assistant

Imogen Smithson

Client Support Executive

Rebecca Linley

Private Client Manager

Clare Shuttleworth-Richardson

Private Client Senior Client Servicing Executive

Kathryn Bingley

Private Client Senior Client Support Executive

Sarah Davis

Private Client Paraplanner

Ruth Franklin

Private Client Paraplanner