Felicity is one of our Personal Assistants helping to process investment and pension applications, assisting with diary management and helping our advisers deliver a high-quality service to their clients.
Felicity’s career in management and administration dates back to the 1980s.
In her spare time, she enjoys various sports, particularly skiing & tennis. She also likes visiting art galleries, both playing and listening to music, gardening and reading.
Brian Davies
IFA & Principal Partner
Felix Cole
IFA & Partner
Gerard O’Donoghue
IFA & Partner
Iain Parkhouse
Independent Financial Adviser
Iain Whitechurch
Chartered Financial Planner and Partner
Alastair Burtenshaw
Independent Financial Adviser
Barbera Rizza
Personal Assistant
Beryl Knapp
Paraplanner / Office Manager
Felicity Cole
Personal Assistant
Denise Knight
Personal Assistant
Marianne Jones
Personal Assistant
Sam Youll
Paraplanner
Yvonne Orr
Personal Assistant
Guy Lashmar
Independent Financial Adviser