Anthony Harding CFP, Managing Director, is one of the elite Certified Financial Planners and for twelve years was a Director of the Institute of Financial Planning. He chairs the Institute’s Central Southern and Thames Valley branches. He occasionally contributes articles to the financial press.

Graeme Morrison, BA Hons, FCSI, Dip PFS, Cert CII MP&ER, was a Senior Financial Planner with John Lamb Partnership Limited. Graeme is a Fellow of the Chartered Securities and Investments Institute. He is also working to complete his studies for both Chartered and Certified Financial Planner status.

They are supported by the other members of our dedicated client team: 

Suzanne Churcher is Office Manager and Personal Assistant to Anthony.

Coming from a secretarial/administration background she has many years of experience in running branches of banks and building societies and working closely with both clients and management. More recently she was involved with a public relations company in London dealing with marketing and client services.

Pamela Hollister is our Para planner and joins us from HSBC where she held the position of  Senior Employee Benefits Manager.  Pam had been employed by HSBC since 1982 during which time she obtained her Certificate of Financial Advisors, by examination, in 2002.  Working closely with HSBC corporate clients, both management and employees, she enjoys a wealth of experience in delivering a first class customer service.

Fenella Harbach our administrator. Fenella enjoys considerable administration experience with a background in banking and financial services.