Meet the team

We have invested heavily in our recruitment process over the years to ensure our clients have access not only to the very best financial advisers, but also a dedicated client support team whose sole purpose is to keep you informed about your progress.

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Our Adviser Team

James Todd

Operations Director / Financial Adviser

DipPFS and CeMAP qualified
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Steve Fowler

Financial Adviser
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Jake Millar

Senior Financial Adviser
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Paul Boutle

Financial Adviser

DipFA and CeMAP qualified
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John Hinson

Financial Adviser
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John Thomson

Financial Adviser
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Ewan Duncan

Financial Adviser DipPFS qualified
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Craig Allan

Financial Adviser
DipPFS Cert CII (MP)
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Our Back Office Team

Katie Dinsdale

Financial Services Administrator
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Marie Gorman

Financial services Administrator
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Catherine Pell

Senior Paraplanner

DipPFS qualified
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Lee Meirs

Senior Paraplanner
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Get started today

If you’re looking for some straight-talking financial advice and clarity on your financial future, please get in touch with our team.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.