- Paul Hamer Chartered Wealth Manager I Director | Chartered FCSI
- David Steigenberger Director | Ba (Hons) CFP™ MCSI Dip PFS
- Trevor Griggs Director | Dip PFS
- Chris Hall Director | APFS, Chartered Financial Planner
- Gavin Taverner Wealth Consultant | Chartered FCSI MSc BA (Hons)
- John Medcalf Wealth Consultant | Dip PFS
- Jing Jing Shi Director of Operations
- Paul Frankland Wealth Consultant | Dip PFS
- Gina Gouveia Client Relationship Manager
- Clair Molton Wealth Consultant | ACSI
- David Swain Wealth Consultant I Chartered FSCI
- Yvonne Taylor Wealth Consultant | Chartered MCSI, Dip (GRC)
- Matthew Munns Wealth Consultant | IAD
- Louise Millar Client Relationship Manager
- Ian Bratley Head of Compliance | Chartered MCSI Int. Dip (GRC) MICA
- Catherine Lockhart Receptionist
- Charlotte Lee Client Relationship Manager
- Kasia Lukaszewska Client Relationship Manager
- Els Griggs Client Relationship Manager