Client Reporting Gary supports our reporting process and the development of our software systems. Gary is a Maths graduate from the University of Plymouth. Robin Keyte Chartered Financial Planner, CFPTM & Certified to ISO 22222 Learn more Ben Smith Chartered Financial Planner & CFPTM Learn more Duncan Shaun Chartered Financial Planner Learn more Andrew Haste Chartered Financial Planner Learn more Ryan Mason Chartered Financial Planner Learn more Finbarr O Mahony Financial Adviser Learn more Emily Jones Paraplanner Learn more Keith Grimsted Client and Administration Support Learn more Alex Dyer Research and Client Reporting Learn more Gary James Client Reporting Learn more Jacqui Hampton Client Support Learn more
