client liaison team

OUR TEAM OF WEALTH MANAGEMENT AND FINANCIAL ADVICE EXPERTS OFFERING THE HIGHEST STANDARD OF PERSONAL FINANCIAL ADVICE TO OUR CLIENTS

Amy Bennett

Business Support Assistant, Exeter

01392 667000

Beverley Green

Income Processing, Torquay

01803 320100

Charlotte Gale

Client Liaison, Salisbury

01722 337661

Caroline Woodward

Client Liaison, Poole

01202 663652

Claire-Louise Merritt

Client Liaison, Exeter

01392 667000

Claire Mortimer

Business Support Assistant, Exeter

01392 667000

Elizabeth Kunnenkeril

Business Support Assistant, Exeter

01392 667000

Hannah Sherwood

Client Liaison, Torquay

01803 320100

Heidi Freimuth

Typist, Truro

01872 276477

James Madgwick

Client Liaison, Taunton

01823 240181

Kim Harper

Client Liaison, Truro

01872 276477

Justin Bagg

Business Support Assistant, Exeter

01392 667000

Lianne Price

Business Support Assistant, Exeter

01392 667000

Lizzie Mitchell

Client Liaison, Truro

01872 276477

Margaret Casserly

Client Liaison, Exeter

01392 667000

Michelle Cleaver

Client Liaison, Poole

01202 663600

Kate Peters

Client Liaison, Truro

01872 246411

Natalie Korzeniewski

Business Support Assistant, Exeter

01392 667000

Rob Alford

Client Liaison, Torquay

01803 320100

Ruby Dunnett

Client Liaison, Plymouth

Sarah Jervis

Business Support Assistant, Exeter

01392 667000

Sue Baggott

Client Liaison, Plymouth

01752 301010

Vicky Noble

Client Liaison, Exeter

01392 667000

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