Our people


Our advisers have a range of experience and expertise. Highly qualified and sensitive to the needs of others, you can find out about our advisers and how to contact them here.

Alex Jefferies

Financial Adviser

Alex Kennedy

Divisional Director – Investment Management

Alex McLachlan

Investment Manager

Alex Minoudis

Chartered Wealth Manager – Divisional Director

Alex Pearce

Divisional Director – Financial Planner

Alex Wheeler

Divisional Director – Financial Planning

Alexander Allen

Assistant Director – Investment Management

Alexander Heald

Divisional Director – Senior Investment Manager

Alexis Taylor

Portfolio Manager