Get in Touch

Your local Business Development team are available for all your queries.

South West

Elliot Gee

Business Development Consultant

Elliot can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.

Direct: 0161 876 3046

Rosie Birks

Business Development Support

Rosie is available to help you with most day-to-day queries, either over the phone, by email or via an online meeting. She can also give you an online demonstration of our system’s various features.

Direct: 0161 876 3025

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