Sara Guy

Financial Planner

Newcastle

Home Meet the teamSara Guy

Meet Sara

Sara has worked in the financial services industry since 2008. She started working as a Financial Planning Analyst in 2015, working with Advisers to identify suitable solutions to meet clients financial planning needs. From the experience and technical knowledge gained through working as an Analyst, she progressed to become Financial Planner.

Sara has a degree in Business & Management and the Diploma in Regulated Financial Planning with the Chartered Insurance Institute. She is a member of the Personal Finance Society and the Society of Mortgage Professionals.

Sara’s approach is to help you plan your future. Her role initially is to get to know your story, to determine where you are now, how you got here and where you want to be, with your life goals being at the heart of everything we work on together.

Caitlin Loynd

Chartered Financial Planner

Glasgow

Kenny McAlpine

Financial Adviser

Glasgow

Lynsey Fraser

Financial Adviser

Glasgow

Paul Fincham

Financial Adviser

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Jeffrey Deans

Founder

Glasgow

David Strachan

Financial Adviser

Glasgow

Lisa Donald

Financial Adviser

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Philip Howard

Chartered Financial Planner

Glasgow

Adam Fallon

Financial Adviser

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Craig Morton

Financial Adviser

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Lisa Baker

Financial Adviser

Hove

Stewart Sanderson

Executive Committee

London

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

Harrogate

Sam Tisbury

Chartered Financial Planner

Plymouth

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

Hove

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

Hove

Andy Macguire

Chartered Financial Planner

London

Sam Martin

Financial Adviser

Hove

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

Hove

Tom Wheatley

Financial Planning Manager

Chester

Stuart Williams

Head of Wealth Builder

Hove

Robert Young

Financial Adviser

London

Nigel Swan

Financial Planner

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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

Livingston

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

Sittingbourne

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