Suzanne Prout

Wealth Management Administrator

Suzanne at work

Suzanne has more than 18 years of experience in financial services and is a long-standing member of our team. On a daily basis, she looks after the administration needs of clients, supports the planners and liaises with providers.

Paying close attention to detail is just one of Suzanne’s skills that both clients and the firm’s financial planners really appreciate.

Suzanne at home

Suzanne has been married to her husband, Phillip, for 37 years. Her main interests include reading and gardening.

Meet the rest of our team

Neil Buckingham

About Neil

With more than 30 years of experience, Neil specialises in pensions, investments and tax planning.

Managing Director and Chartered Financial Planner

Simon Moran

About Simon

Simon specialises in pensions and investments, and he works with clients who are approaching or in retirement.

Chartered Financial Planner

Alex Breadmore

About Alex

Alex has gained the award for VouchedFor Top Rated Adviser for the last six years and holds Chartered status.

Chartered Financial Planner

Gemma Allison

About Gemma

Gemma has more than 25 years of experience in financial services and is also qualified as a Chartered financial planner.

Paraplanning and Client Services Support Manager

Jane Coo

About Jane

Jane is a key member of the team, and she supports clients and planners across all our services.

Wealth Management Administrator

Jess Marriott

About Jess

Jess supports the paraplanning team, and you will often speak to her when you call the office.

Junior Paraplanner

Gemma Richman

About Gemma

Gemma provides administrative support to the team and helps advisers prepare for meetings.

Wealth Management Administrator

Val Wright

About Val

Val has been working with us for more than 30 years, dealing with individual and corporate clients.

Employee Benefits Account Manager