Our Team
Real People Who Care
Behind every piece of advice is a person who genuinely cares about your future. Our team brings together decades of experience, deep expertise and a shared commitment to understanding what matters most to you.
“I love helping people feel genuinely secure about their future. My aim is to simplify financial decisions so clients can plan with clarity and enjoy life with confidence.”
Charmaine Howes – Financial Adviser
Senior leadership
David Steers
Founder & Chief Executive Officer
Toby Steers
Chief Management Officer & Senior Financial Adviser
Henry Steers
Chief Adviser Officer & Senior Financial Adviser
Nicola Francis
Chief Operating Officer
Gavin Eales
Chief Client Servicing Officer
Natasha Reeves
Chief People and Culture Officer
Advisory Team
Justin Davies
Senior Independent Financial Adviser
Simeon Page
Independent Financial Adviser
Daniel Crouch
Adviser Development Manager & Independent Financial Adviser
Mark Donohue
Independent Financial Adviser
Charmaine Howes
Independent Financial Adviser
Ornela Berbati
Independent Financial Adviser
Frederick Thomson
Independent Financial Adviser
Benjamin Chapman
Client Servicing Adviser
George Tankard
Trainee Financial Adviser
Danny Gunn
Independent Financial Adviser
Jennifer Millington
Trainee Financial Adviser
Christopher Brindle
Independent Financial Adviser
Marcus Langton
Trainee Financial Adviser
Business Support Team
Alice Scarlett
Letters of Authority Team Leader
Louisa Hudson
Business Support
Stefanie Crouch
Accounts Assistant
Debbie Sim
Business Support
Daniel Bowyer
Business Support
Joanne Wilkin
Business Support
Yasmin Cook
Business Support
Michael Paul
Independent Financial Adviser
Gideon Parirenyatwa
Trainee Financial Adviser
Sally Booth
Head of Accounts
Emily Feeley
Business Support
Lisa Boulding
Support Administrator
Sophie Wakefield
Business Support
Olivia Bent
Business Support
Majed Haroun
Business Support
Julie Sexton
Support Administrator
Adrian Hall-Wilson
Independent Financial Adviser
Freya Jarrett
Trainee Financial Adviser
Ryan Warren
Team Leader
Georgia Wymark
Business Support
Tanya Eastwood
Business Support
Sophie Gilders
HR Adviser
Ellie Paine
Data Analyst
Lynsie Hale
Business Support
Amanda Gissing
Support Administrator
Montegue Sykes
Independent Financial Adviser
Plan ahead with confidence
Connect with an adviser who understands what matters to you and guides you every step of the way
Phone
0345 5000 909