Cheltenham Office Team

Wealth & Investment
Cheltenham

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

Director – Wealth Planning

Leigh-Ann Gaskins

Wealth Administrator

Tristan George

Head of Office

Zoë Howard

Business Development Manager

Christopher Hutchinson

Associate Investment Manager

Kamila Martinkova

Investment Administrator

Mike Radford

Investment Manager (Discretionary)

Neil Ricketts

Senior Investment Administrator

Ian Stewart

Senior Financial Planning Director

Natalie Strong

Investment Administrator

James Swaby

Investment Director

Ed Walker

Business Development Director

Mark Walsh

Investment Director

Tanith Cheetham

Trainee Financial Planner

Suzanne Flook

Senior Paraplanner

Christian Feroze

Director – Wealth Planning

Leigh-Ann Gaskins

Wealth Administrator

Tristan George

Head of Office

Zoë Howard

Business Development Manager

Christopher Hutchinson

Associate Investment Manager

Kamila Martinkova

Investment Administrator

Mike Radford

Investment Manager (Discretionary)

Neil Ricketts

Senior Investment Administrator

Ian Stewart

Senior Financial Planning Director

Natalie Strong

Investment Administrator

James Swaby

Investment Director

Ed Walker

Business Development Director

Mark Walsh

Investment Director

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