Meet the Team

Please use the links below to learn more about the team.

Sophie Lackie

Chartered Financial Planner

David Forster

Chartered Financial Planner

Abbie Wilkinson

Trainee Financial Planner

Victoria Gerry

Client Servicing Administrator
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Elle Henry

Head of Advice Operations and Paraplanning
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Joe Dooley

Client Servicing Administrator and Trainee Paraplanner

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The Pearwood Pup