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 Financial Adviser Learn more Alex Dyer Operations Manager Learn more Gary James Client Reporting Learn more Jacqui Hampton Client Support Learn more
