Debra Wilde

Personal Assistant

Debra Wilde

Personal Assistant

At work

As a PA, Debra is crucial to ensuring the business runs smoothly and that our clients are kept happy. She supports our planners and is responsible for a range of duties, including answering client calls, replying to emails and providing client updates.

Outside of work

In her spare time, Debra enjoys walking, listening to music and spending time with her family. She is currently learning felting and Welsh.

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Dan Ross

Director & Financial Planner

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Natalie Smith

Paraplanner

Christian Markwick

Head of Adviser Support

Katie Ross

Business Support

Keeley Paddon

Pension Specialist

Martin Pickles

Tax & Trusts Specialist