Meet The Team

Meet our qualified and experienced team members. If you want peace of mind in the knowledge that your investments are being managed by experienced people who get to know and understand you, please contact us. Initially, we will arrange a meeting and then prepare a proposal that illustrates how we aim to help you achieve your investment objectives.

Departments

Mark

Puleikis

Chartered FCSI

Chief Executive Officer

Peter

Heckingbottom

FCIB, FPFS

Managing Director

Jimmy

Crewe

Chartered FCSI

Investment Management Director

Matt

Beddall

Chartered FCSI

Regional Managing Partner

Michelle

Bell

ATT CTA

Tax Manager

Isabelle

Clough

Head of Business Development

Andrew

Deegan

Chartered FCSI

Head of Research

Graeme

Dickson

Chartered FCSI

Associate Director

Jeremy

Elder

Chartered FCSI

Associate Director

Giles

Fairburn

Chartered FCSI

Associate Director

Alex

Flower

Chartered FCSI

Head of Investment Management

Martin

Fountain

Business Development Manager

Alex

Gavins

ATT, CTA

Tax Manager

Amy

Gibson

Chartered FCSI

Deputy Head of Investment Management

Harry

Henderson

Chartered FCSI

Associate Director

Mark

Hill

Trainee Research Analyst