John Croasdale - Financial Planning Director (UK): Joined the company as a Financial Planner in 1993.

Nigel Benn - Financial Planning Director (UK) - (Retired June 2023)

Martin Shaw - Senior Financial Planner (UK): Joined the company in 2002.

Anita Brennan - Head of Operations: Joined the company as an administrator in the International schools business in 2005.

Paula Dingley - Project Manager: Joined the company in 2006.

Hannah Chorley - Administration Manager, Head Office: Joined the company in 2007.

Lesley Stevens - Client Services Director - International Retirement Plan: Joined the company in 2008.

Emma Jones - Client Services Manager, Head Office: Joined the company in 2010.

Mike Shakespeare - Financial Planning Director (UK): Joined the company in 2011.

Liam Jones - IT & Marketing Supervisor: Joined the company in 2012.

Melissa Manning - Senior Administrator: Joined the company in 2013.

Senga Jones - Business Support Manager - Employee Benefits Division: Joined the company in 2013.

Holly Potts - Client Services Director - Employee Benefits: Joined the company in 2014.

Andrew Moore - Head of UK Wealth: Joined the company in 2014.

Gilles Velcin - Financial Planner (UK / FR): Joined the company in 2016.

Anne Hogan - HR Manager: Joined the company in 2016.

Nicky Roberts - Administrator, Yorkshire Office: Since 2017.

Steve Stockwell - Financial Planner (UK): Joined the company in 2017.

Dave Stone - Managing Director - Alexander Beard (Australia): Joined the company in 2017.

Catherine Court - Branch Manager: Joined the company in 2017.

Melissa Eugenio - VP, US Operations, Client Service Executive: Joined the company in 2018.

Lee Doak - Administrator: Joined the company in 2018.

Kate Parfitt - Head of Compliance and Risk: Joined the company in 2018.