Meet the Team

A team that works together to deliver an outstanding client experience

Andrew Pereira

Managing Director

Dominic Lobo


Adam Pavey

Wealth Partnership Manager

Andy Hearne

Chartered Financial Planner

Emily Marland

Senior Financial Planner

Steve Roberts

Financial Planner

Lyn Baldwin-Hanooman

Senior Wealth Support

Rekha Jethwa

Finance & Senior Support

Michelle Austin

Senior Support

Yvonne McAuliffe

Senior Support

Caroline Heffernan

Senior Support

Hayley Blaiberg

Receptionist / Typist