client liaison team

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

Beverley Green

Income Processing, Torquay

01803 320100

Charlotte Gale

Client Liaison, Salisbury

01722 337661

Claire Mortimer

Client Liaison, Torquay

01803 320100

Heidi Freimuth

Typist, Truro

01872 276477

James Madgwick

Client Liaison

01823 240181

Kim Harper

Client Liaison, Truro

01872 276477

Justin Bagg

Client Liaison, Exeter

01392 667000

Lianne Price

Business Support Assistant

01392 667000

Lizzie Mitchell

Client Liaison, Truro

01872 276477

Louise Compton

Client Liaison, Salisbury

01722 337661

Margaret Casserly

Client Liaison, Torquay

01803 320100

Michelle Cleaver

Client Liaison, Poole

01202 663600

Ruby Dunnett

Client Liaison, Plymouth

Sarah Jervis

Client Liaison, Torquay

01392 667000

Sue Baggott

Client Liaison, Plymouth

01752 301010

Vicky Noble

Client Liaison, Exeter

01392 667000

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