Meet the Team

We are one team, and we are committed to working together with you.

We are a diverse and specialised team with a broad range of backgrounds, expertise, and specialisms, working together in an environment of collaboration.

We are unified by our shared values of honesty, integrity, professionalism and most of all, a genuine desire to do the right things for our clients.

We are based in Northamptonshire and Cambridgeshire with offices in Oundle and Abbots Ripton.

Richard Jones MBA FPFS
Chartered Financial Planner & Director

Emma Wilcock BSc (Hons) FPFS
Chartered Financial Planner & Director

Mark Hawksford DipPFS
Head of Operations

Joe Moricca MSc DipPFS
Financial Adviser

Alex Agnew BA (Hons) DipPFS
Financial Adviser

Judith Weeks
Practice Manager

Amy Woolliscroft BA (Hons)
Business Development Co-ordinator

Steven Town BA (Hons) DipPFS
Senior Paraplanner

Eleanor Marshall BSc (Hons)
Graduate Trainee Paraplanner

Charlotte Rose
Adviser Support

Teresa Webster
Adviser Support

Gary Markham
Non-Executive Director

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