Operations Manager

Alex is a Maths graduate from Exeter University and since joining Robin's team in 2014 has progressed to the position of Operations Manager.

His role includes overseeing the client reporting process and he is responsible for developing our reporting and software systems. He is also the main point of contact for clients experiencing any issues with online systems such as the Personal Finance Portal (PFP).

Alex has passed several financial advice exams demonstrating a complementary knowledge of the financial advice sector.

Robin Keyte

Robin Keyte

Chartered Financial Planner, CFPTM & Certified to ISO 22222

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Ben Smith

Ben Smith

Chartered Financial Planner & CFPTM

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Duncan Shaw

Duncan Shaun

Chartered Financial Planner

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Andrew Haste

Andrew Haste

Chartered Financial Planner

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Ryan Mason

Ryan Mason

Chartered Financial Planner

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Finbarr O Mahony

Finbarr O Mahony

Financial Adviser

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Emily Jones

Emily Jones

Financial Adviser

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Alex Dyer

Alex Dyer

Operations Manager

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Gary James

Gary James

Client Reporting

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Jacqueline Hampton

Jacqui Hampton

Client Support

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