Cheltenham Office Team

Wealth & Investment

The team at our Cheltenham office have been in the business for a long time. With a combined wealth of experience we work closely with professionals including local solicitors, IFAs and accountants and also have our own Financial Planning Team.

Tanith Cheetham

Trainee Financial Planner

Suzanne Flook

Senior Paraplanner

Christian Feroze

Associate Financial Planning Director

Peter Horton

Divisional Director

Zoë Howard

Business Development Manager

Tim Hurst

Senior Investment Director

Christopher Hutchinson

Associate Investment Manager

Charles Lawson

Senior Investment Director

Ed Mawle

Senior Investment Director

Charles Purves

Investment Director

Mike Radford

Investment Manager (Discretionary)

Charlotte Selby-Rickards

Senior Investment Director

Ian Stewart

Senior Financial Planning Director

Jim Trafford

Divisional Director

Ed Walker

Business Development Director

Mark Walsh

Associate Investment Director

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