- Andy Little
- Founding Director and Financial Planner
- Jo Little
- Director and Chartered Financial Planner
- Alfie Mullan
- Director of Financial Planning and Chartered Financial Planner
- Woods Mullan
- Chartered Financial Planner
- Marcus Farnfield
- Financial Planner
- Michael Gibbins
- Certified Financial Planner
- Harry Dunkinson
- Chartered Financial Planner
- Rebecca Timmins
- Director of Operations
- Satu Flynn
- Paraplanner Team Leader
- Jennifer Curd
- Business Administration Team Leader
- Amanda Yates
- Lead Client PA
- Jo Hammond
- Client PA