Get in Touch

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

South West

James Bell

Business Development Manager

James is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Direct: 0161 876 2876
Mobile: 07885 807 846

Jon Bowden

Business Development Consultant

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

Direct: 0161 876 2874

Elise Woollard

Business Development Support

Elise 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 2803

The information on this page is intended for professional advisers only.
Authorised and regulated by the Financial Conduct Authority.

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