Ros Mclauchlin

Senior Administrator

Ros Mclauchlin

Senior Administrator

At work

Ros is a seasoned Financial Services Administrator, with over 20 years of experience supporting high net worth clients. Her precision, reliability, and approachable style, brings a steady hand to the fast-paced world of finance, whether managing complex documentation or streamlining day-to-day operations.

Outside of work

When she’s not keeping things running smoothly at work, Ros enjoys winding down as a keen gamer and exploring the great outdoors with her two dogs.

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

Debra Wilde

Personal Assistant

Martin Pickles

Tax & Trusts Specialist

Hartley Ross
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