Directors

Alan Turner APFS
Managing Director
Winter Rule Truro
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Mike Wilson DipPFS
Managing Director
Exeter
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Colin Evans DipPFS
Director
Torquay
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Consultants

Andrew Welch APFS
Chartered Financial Planner
Exeter
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David Clifton
Chartered Financial Planner
Winter Rule Truro
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Gary Quick ACII DipPFS
Consultant
Exeter
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Ian Townsend
Consultant
Torquay
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Kevin Stoyle DipPFS
Consultant
Exeter
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Michelle Willcock
Chartered Financial Planner
Winter Rule Truro
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Peter Nyland DipPFS
Consultant
Salisbury
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Technical Services Team

Alex Lannin
Technical Services Manager
Exeter
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Tom Parry
Paraplanner
Exeter
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Laura Saunders
Paraplanner
Torquay
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Client Liaison Team

Claire Kelly
Client Liaison
Exeter
01392 351 869
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Claire Mitchell
Client Liaison
Torquay
01392 351 868
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Claire Vincent
Client Liaison
Winter Rule Truro
01872 276477 ext 3266
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Karen Gallie
Client Liaison
Winter Rule Truro
01872 276477 ext 3269
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Lizzie Mitchell
Client Liaison
Winter Rule Truro
01872 276477 ext 3277
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Margaret Casserly
Client Liaison
Exeter
01392 351 862
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Vicky Noble
Client Liaison
Exeter
01392 351 861
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Victoria Wright
Client Liaison
Salisbury
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