Meet the Team Samuel Mather-HolgateDirector Joe RicksDirector & Independent Financial Adviser Rachel RowleyOperations Manager Kate RicksIndependent Financial Adviser Sherril MooreIndependent Financial Adviser Helen QuayleIndependent Financial Adviser Steven ArcherIndependent Financial Adviser Rachel HuttonIndependent Financial Adviser Sarah SearleIndependent Mortgage & Protection adviser Joseph SalterAdviser Support Sue AlldenCustomer Support Adviser Anne HevinghamCustomer Support Adviser