Our People

Julie Jones

Managing Director

Patrick Toes

Investment Director

Carolyn Black

Associate Director

David Cowell


Nicci Dugdale

Marketing & Client Administration Manager

Pat Wood

Compliance Officer

Laura Broadhead

Marketing & Client Administration

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at https://financial-ombusdman.org.uk

Please note that calls made to and from our office are recorded for training and quality purposes.