Amy Burge

Financial Planner

Newcastle

Home Meet the teamAmy Burge

Meet Amy

Amy has worked in the financial services profession since 2010 and has a wealth of experience in all areas of financial planning and became an adviser in 2019. She is passionate about providing trusted advice and education across all areas of retirement and tax planning, investments, insurance and protection. As an Education Champion at the Chartered Insurance Institute, Amy is committed to giving something back to her local community, providing financial education workshops to schools and colleges, helping young people understand the fundamentals of finance as they start their journey to adulthood and being their careers.

Caitlin Loynd

Chartered Financial Planner

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Kenny McAlpine

Financial Adviser

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Lynsey Fraser

Financial Adviser

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Paul Fincham

Financial Adviser

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Jeffrey Deans

Founder

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David Strachan

Financial Adviser

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Lisa Donald

Financial Adviser

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Philip Howard

Chartered Financial Planner

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Adam Fallon

Financial Adviser

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Craig Morton

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Lisa Baker

Financial Adviser

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Stewart Sanderson

Executive Committee

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Howard Barnes

Group Compliance Director

Hove

Sarah Brine

Acquisition Development Manager

Hove

Kieran McIntosh

M&A Director

Hove

Tony Campbell

Financial Adviser

Hove

Louise Conway

Operations Director

Hove

Michael Cope

Chief Commercial Officer

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Sam Tisbury

Chartered Financial Planner

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Jenna Duffett

Chartered Financial Planner

Gatwick

Zoe Ealey

Head of Mortgages

Hove

Eva Ellis

Financial Adviser

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Paul Feeney

Chief Executive Officer

London

Hayden Fisher

Financial Adviser and Regional Manager

Hove

Govind Kapoor

Financial Adviser

Hove

Matthew Harding

Chartered Financial Planner

Gatwick

Sue Harding

Chartered Financial Planner

Gatwick

Kevin Harms

Chartered Financial Planner

Hove

Pete Herdman

Chartered Financial Planner

Hove

Kevin Horry

Financial Adviser

Chester

Grant Hotson

Chief Financial Officer

London

Tom Huntington

Chartered Financial Planner

Hove

Eloise Jenner

Head of Financial planning South East

Hove

Jon Gillam

Acquisitions Development Business Analyst

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Lisa Jones

Fund Analyst

Gatwick

Mark Knight

Chartered Financial Planner

Chester

Clive Lister

Employee Benefits Manager

Hove

Clair Lythe

Chartered Financial Planner

Chester

Charlie Lloyd

Head of Investments

Hove

Mark Lloyd

Financial Adviser

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Andy Macguire

Chartered Financial Planner

London

Sam Martin

Financial Adviser

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Nick Matthews

Chartered Financial Planner

Gatwick

Tom McConnell

Chartered Financial Planner

Petersfield

Neil Mercier

Financial Adviser

Horsham

Steve Midgley

Financial Adviser

London

Elizabeth Mills

Chief People Officer

Harrogate

Jo Nickell-Lean

HR Manager

Harrogate

Ollie Noble

Investment Manager

Hove

Wayne Nutland

Investment Manager

Hove

Andrew Nuding

Head of Financial Planning - London

London

Jonathan Ollerenshaw

Chartered Financial Planner

Pembury

Robbie Pierce

Financial Adviser

Chester

Stephanie Potter

Pension on Divorce Expert

Pembury

Kim Radford

Senior HR & Income Administrator

Hove

James Richardson

Head of Client Proposition

Hove

Jim Rixon

Financial Adviser

Hove

Chris Roberts

Chief Operations and IT Officer

Hove

Alan Sippetts

Investment Consultant

London

Jack Skerritt

Financial Adviser

Hove

Richard Skerritt

Group Non-Executive Director

Hove

Charles Sparrow

Transformation Director

Hove

Jack Walmsley

Chartered Financial Planner

London

Jeremy Watson

Financial Adviser

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Tom Wheatley

Financial Planning Manager

Chester

Stuart Williams

Head of Wealth Builder

Hove

Robert Young

Financial Adviser

London

Nigel Swan

Financial Planner

Newcastle

Mark Chandler

Chartered Financial Planner

Harrogate

Lee DeRedder

Financial Planner

Newcastle

George Isherwood

Financial Planner

Harrogate

Gary Leftley

Financial Planner

London

Gary Davies

Financial Planner

Harrogate

Dawn Elkington

Financial Planner

Harrogate

Colin Welsh

Chartered Financial Planner

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Carl Hasty

Chartered Financial Planner

Harrogate

Ben Clapham

Financial Planning Director

Harrogate

Andy King

Financial Planner

London

Matt Hawksworth

Chartered Financial Planner

Harrogate

Amy Burge

Financial Planner

Newcastle

Rob Shackleton

Financial Planner

Harrogate

Sara Guy

Financial Planner

Newcastle

Trevor Shelley

Financial Planner

Newcastle

Adam Ryan

Head of Employee Benefits

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