Our team

Derrick Laver

CEO

Steve Hillier

Director, Chartered Financial Planner

Margaret Williams

Client Support Manager,
Independent Financial Adviser

Toby Andrews

Discretionary Service Administrator

Gaynor Browning

Business Development Manager

Lyn Judkins

Accounts Manager

Lisa Pilgrim

Client Support

Kathryn McGuchan

Client Support

Roberta Principi

Administrator

Matthew Lewis

Technology Manager